Tax Investing Around Election Cycles

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Aging With Grace 55+?

This episode is 16 minutes long.

When was this Aging With Grace 55+ episode published?

This episode was published on May 6, 2024.

What is this episode about?

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...

Can I download this Aging With Grace 55+ episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.