A few comments from listeners:
Addressing taxes before sunsetting of the Tax Act of 2017 should be paramount.
- Alexis B.
I got a better understand of CRTs, the income buckets and the circumstances that would make them a good idea. Also got analyses to use for Roth Conversions and good reminders that the maximum tax bracket sunsets also.
- Adam B.
I liked how Bob emphasized how important starting with a comprehensive goals-based financial plan is before focusing on which techniques would be most beneficial. Also, very clarifying when to use Roth Conversion.
- Harris K.
I discovered so many different types of trusts that I was not previously familiar with!
- Inez S.
I didn't know that you could use a family limited partnership to avoid capital gains tax.
- Dee H.