What to Do When Trump Tax Cuts Expire

What to Do When Trump Tax Cuts Expire

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(9/22/23) The Trump tax cuts of 2017 temporarily doubled the base amount individuals could give away without paying estate taxes to $10 million. These cuts are due to expire in 2026, pushing wealthy Americans to move fast. The Oscar Meyer Weinermobile is returning; Jerome Powell & the shrinking market; the resilience of the consumer is weakening, cooling down. Candid Coffee preview of Progression Planning presentation: Having the Conversation; Trump Tax Cuts are expiring in 2026; what you need to do now; the Roth Solution. Autumn onset; family funds & tax planning; the use of life insurance: Making sure your money goes to family instead of the government. How inflation is affecting financial planning; your advisor must be a student of inflation

2:54 - Oscar Meyer Mobile & Shrinking Market
14:12 - Candid Coffee Promo/Preview
30:16 - BlackRock and Tax Cut Expirations
44:17 - Autumn Onset & Family Fund Tax Planning

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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