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All Episodes

2025 The Final Drive Podcast — 57 episodes

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Title
1

Ed Slott's Tips for The Tax Time Bomb

2

The Election's Over – What Comes Next?

3

The Rothification of Retirement Accounts

4

Control – Now or Later?

5

Bond Vigilantes and US Debt

6

2025 the Final Drive S1: E53 - What's in Store for 2024?

7

2025 the Final Drive S1: E52 - Control Your Tax Destiny

8

2025 the Final Drive S1: E51 - Conversion Consideration

9

2025 the Final Drive S1: E50 - To Depreciate or Not Depreciate – that is the question!

10

2025 the Final Drive S1: E49 – Debt Elimination Before Retirement

11

2025 the Final Drive S1: E48 – Clean Vehicle Credits

12

2025 the Final Drive S1: E47 – Health Insurance Before Medicare

13

2025 The Final Drive S1:E46 - Is the IRS spying on your retirement accounts or just licking their lips? I bet you, it could be both!

14

2025 The Final Drive S1:E45 - Tax Movement in 2023

15

2025 The Final Drive S1:E44 - Tax Free Bonds - Free?

16

2025 The Final Drive S1:E43 - Social Security - Surviving Taxes

17

2025 The Final Drive S1:E42 - Secure Act 2.0 - Qualified Longevity Annuities

18

2025 The Final Drive S1:E41 - Front Load Your 401K Contributions

19

2025 The Final Drive S1:E40 - 2.0 Secure Act: New Retirement Account Rules

20

2025 The Final Drive S1:E39 - Life Insurance - A Better Investment

21

2025 The Final Drive S1:E38 - Selling A Business & Real Estate

22

2025 The Final Drive S1:E37 - Estate Planning and You

23

2025 The Final Drive S1:E36 - End of Year RMDs, QCDs, & Holiday Gift Giving Ideas

24

2025 The Final Drive S1:E35 Net Unrealized Appreciation (NUA) and You

25

2025 The Final Drive S1:E34 - 5 Steps in Determining Your Roth IRA Distributions

26

2025 The Final Drive - E33 - Wash Sell & Phantom Gains

27

2025 The Final Drive - E32 - Investment Properties and the Tax Deferred Exchange

28

2025 The Final Drive - E31 - Gifting Investment Property to Family

29

2025 The Final Drive - E30 - Student Debt Forgiveness

30

2025 The Final Drive - E29 - Special Edition - Inflation Reduction Act of 2022

31

2025 The Final Drive - E28 - Recap Discussion with Martin James Part 3/3

32

2025 The Final Drive - E27 - Recap Discussion with Martin James Part 2/3

33

2025 The Final Drive - E26 - Recap Discussion with Martin James Part 1/3

34

2025 The Final Drive - E25 - Reduce Your Medicare Premiums

35

2025 The Final Drive - E1:24 - You're too old to Convert? Think Again!

36

2025 The Final Drive - E1:22 - Avoid Tax Penalty and Rolling Company Stock in 401K

37

2025 The Final Drive - E1:21 - Unintended Consequences of Retirement Growth

38

2025 The Final Drive - E1:20- Inflation in Washington

39

2025 The Final Drive - E19: RMDs Paying Off US Deficits

40

2025 The Final Drive - E18: Marital Gifting and Capital Gains

41

2025 The Final Drive - E17: Holding Investments in Which Types of Accounts

42

2025 The Final Drive - E16: Bonds: What is Tax-Free?

43

2025 The Final Drive - E15: Your Roth IRA Money

44

2025 The Final Drive - E14 - Required Minimum Distributions

45

2025 The Final Drive - E13 - Capital Gains

46

2025 The Final Drive - E12 - Life Insurance & Tax Codes

47

2025 The Final Drive - E11 - Managing Your NUAs

48

2025 The Final Drive - E10 - Maximizing Your IRAs and Roths

49

2025 The Final Drive - E9 - Roth Conversions – Tax Difficulties

50

2025 The Final Drive - E8 - Health Savings Account

51

2025 The Final Drive - E7 - Social Security Part 2

52

2025 The Final Drive - E6 - Social Security

53

2025 The Final Drive - E5 - Married Filing Jointly and Your Taxes

54

2025 The Final Drive - E4 - The Blitz Is On

55

2025 The Final Drive - E3 - Federal Estate Tax Roller-Coaster

56

2025 The Final Drive - E2 - What Are IRA/Roth Conversions?

57

2025 The Final Drive - E1 - Why Is This So Important?