121 - Overview of Important Mliestones To Be Aware Of
An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "121 - Overview of Important Mliestones To Be Aware Of" was published on October 13, 2021 and runs 22 minutes.
October 13, 2021 ·22m · Real Personal Finance
Summary
Scott and James discuss the important milestones you should be aware of. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 2:00 - Introduction 4:29 - Dependent Care 5:50 - Tax Credits 6:58 - Investing v. Gambling 8:02 - UGMA / UTMA 10:25 - Kiddie Tax 12:47 - Catch-up Contributions 15:40 - Social Security Benefits 17:55 - Qualified Charitable Distributions...
Episode Description
Scott and James discuss the important milestones you should be aware of.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:00 - Introduction
4:29 - Dependent Care
5:50 - Tax Credits
6:58 - Investing v. Gambling
8:02 - UGMA / UTMA
10:25 - Kiddie Tax
12:47 - Catch-up Contributions
15:40 - Social Security Benefits
17:55 - Qualified Charitable Distributions
19:00 - Charitable Giving Strategy
20:27 - RMDs (Required Minimum Distributions)
21:51 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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