ABOUT THIS EPISODE
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
***Upcoming Live FALL Webinar: Thursday, October 22nd @ 8:30am featuring Matthew Rappaport from Falcon Rappaport & Berkman based in Long Island, New York and he will be speaking on “Tax Issue Spotting for Non-Tax Lawyers.” RSVP here: https://us02web.zoom.us/webinar/register/WN_LRv_-3m1TR6Q4HV58rL-wQ
- Talking points: Return on Hassle: Save on Taxes or Minimize Headaches?
- This week’s quote is from The Talmud on taking too much.
- How should we give money to our minor grandchildren — through a trust, a 529 plan, a UTMA/UGMA account, or by gifting funds to their parents for the children’s benefit?
- What financial guidance applies to someone in their 20s who is single, living at home, and wants to maximize this stage of low expenses and high flexibility?
- Why can’t an IRA be moved into a revocable trust, and how should IRAs be handled when using trusts for estate planning?
- When does a Roth IRA conversion not make sense, and what factors should be considered before doing one?
- Timely Planning Idea: Your retirement move may cost more than you think.
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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