Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
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Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
Ep. 12 - 2024 Election and Your Taxes: Preparing for Policy Changes
Inevitable Wealth
25 minutes
1 year ago
Ep. 12 - 2024 Election and Your Taxes: Preparing for Policy Changes
In this episode of Inevitable Wealth, Jacky and Guilian break down the potential tax policy changes at stake in the 2024 Presidential Election and what they mean for your finances. From income tax rates and capital gains to estate planning and corporate taxes, we cover both candidates' approaches and discuss key strategies for navigating possible changes. Whether the Tax Cuts and Jobs Act sunsets or is extended, this episode offers actionable insights on how to prepare your portfolio and prot...
Inevitable Wealth
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
