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EPISODE · May 6, 2024 · 16 MIN

Tax Investing Around Election Cycles

from Aging With Grace 55+ · host Dale Josey

Running out of money during retirement is the concern that consistently ranks as the No. 1 fear of retirees. John Watson, from dpl Financial Partners, shares his holistic approach to financial planning using a time proven combination of managed assets, annuities, income and protection strategies. Other topics include effects of the 2017 Tax Cut & Jobs Act scheduled, pending Congressional action,  to sunset soon  in addtion to standard deductions that are also in jeopardy.

Episode metadata supplied by the publisher feed · Published May 6, 2024

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Tax Investing Around Election Cycles

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