Jul 6 – Many Americans are making costly mistakes when it comes to decisions on Social Security and Medicare. Social Security is the one benefit many retirees count on in this era of financial repression. This week Jim and John discuss how to...
This week on the Lifetime Income Series Jim looks at year-end tax planning strategies. Jim reviews the new tax brackets that went into effect this year, and discusses their implications for tax planning. He also looks at three different tax strategies...
