Lifetime Income Series: Five Strategies to Reduce Your Taxes

This week Jim and John continue the tax strategy theme. At this time of year you still have eight months to plan, so it’s not too late to take steps to reduce your 2015 taxes. This week they look at broader tax planning techniques. Jim then discusses the case study of Chuck and Debbie Easton to illustrate many of these tax planning strategies. The guest this week is attorney Adam Sherry of Anderson & Yocum, who will discuss some of the key issues you face today in estate planning.