![<description><p>In this special episode of the Retirement Made Easy podcast, I revisit some of the most commonly asked—and popular—questions from 2023. We’ll tackle everything from capital gains tax to tax mapping for my clients. As tax-filing season comes to an end, these are some important things to keep in mind. Give it a listen! </p> <h2>You will want to hear this episode if you are interested in...</h2> <ul> <li aria-level="1">[1:33] Question #1: How does a capital gains tax work? </li> <li aria-level="1">[3:39] Question #2: Did contribution limits increase?</li> <li aria-level="1">[5:20] Question #3: How does the gift tax exclusion work?</li> <li aria-level="1">[8:09] Question #4: How do you convert a beneficiary IRA?</li> <li aria-level="1">[11:52] Question #5: How does tax mapping work for my clients?</li> </ul> <h2>Resources & People Mentioned</h2> <ul> <li aria-level="1"><a href="https://retirementmadeeasypodcast.com/" target="_blank" rel="noopener">3 Steps to Retirement Planning</a></li> </ul> <h2>Connect With Gregg Gonzalez</h2> <ul> <li aria-level="1">Email at: <a href="mailto:Greg@retirestl.com" target="_blank" rel="noopener">Gregg@RetireSTL.com</a></li> <li aria-level="1">Podcast: <a href= "https://retirementmadeeasypodcast.com/" target="_blank" rel= "noopener">https://RetirementMadeEasyPodcast.com</a></li> <li aria-level="1">Website: <a href= "https://stlouisfinancialadvisor.com" target="_blank" rel= "noopener">https://StLouisFinancialAdvisor.com</a></li> <li aria-level="1">Follow Gregg <a href= "https://www.linkedin.com/in/gregggonzalez/" target="_blank" rel= "noopener">on LinkedIn</a></li> <li aria-level="1">Follow Gregg <a href= "https://www.facebook.com/STLRetirementAdvisors/" target="_blank" rel="noopener">on Facebook</a></li> <li aria-level="1">Follow Gregg <a href= "https://www.youtube.com/channel/UC-HvgBM6-vV17X_9EzzBOpg?view_as=subscriber" target="_blank" rel="noopener">on YouTube</a></li> </ul> <p><br /> <strong>Subscribe to Retirement Made Easy</strong><strong><br /></strong>On <a href= "https://podcasts.apple.com/us/podcast/retirement-made-easy/id1521858151" target="_blank" rel="noopener">Apple Podcasts</a>, <a href= "https://open.spotify.com/show/2ayGvo6IoD1VeEMGKm0kr5?si=XCK7f-2pT-u-AE8EJ5wQ8A" target="_blank" rel="noopener">Spotify</a>, <a href= "https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xZmQ1NmQ4NC9wb2RjYXN0L3Jzcw==" target="_blank" rel="noopener">Google Podcasts</a></p></description>](https://us-central1-podcastguru-217d6.cloudfunctions.net/gcf_get_image?image_url=https://static.libsyn.com/p/assets/c/4/3/a/c43ada6378467d52/5240809-1588903742770-f39f3f08c45ac.jpg&width=300&height=300&api_key=xqFmUFX5BHLBTA)
RETIREMENT MADE EASY
Gregg Gonzalez
Best Listener Questions of 2023, Ep #160
MAR 17, 202415 MIN
Best Listener Questions of 2023, Ep #160
MAR 17, 202415 MIN
Description
In this special episode of the Retirement Made Easy podcast, I revisit some of the most commonly asked—and popular—questions from 2023. We’ll tackle everything from capital gains tax to tax mapping for my clients. As tax-filing season comes to an end, these are some important things to keep in mind. Give it a listen!
You will want to hear this episode if you are interested in...- [1:33] Question #1: How does a capital gains tax work?
- [3:39] Question #2: Did contribution limits increase?
- [5:20] Question #3: How does the gift tax exclusion work?
- [8:09] Question #4: How do you convert a beneficiary IRA?
- [11:52] Question #5: How does tax mapping work for my clients?
- Email at: [email protected]
- Podcast: https://RetirementMadeEasyPodcast.com
- Website: https://StLouisFinancialAdvisor.com
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