Category: Taxes

Make It Last – Ep 172 – Retirement Can Be Taxing

Listen Here! This week on Make It Last, Victor and Mark will be discussing the not-so-great forecast for taxes, and how current tax rates might be the lowest we'll see for the rest of our lives. They’ll also be talking about an article published by Dr. Ekerdt explaining the differences between having taught the concept[...]

Make It Last – Ep 160 – Insurance 101

Listen Here! Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they'll talk about why it's important to[...]

Make It Last – Ep 152 – Cozy with Healthcare

Listen Here! This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let's get familiar with healthcare. Most people are unfamiliar with the ins and outs of healthcare in retirement. Not to worry! Victor will give you the full breakdown[...]

Make It Last – Ep 150 – The Big Bad Wolf

Listen Here! You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three[...]

Make It Last – Ep 148 – Two By Four

Listen Here! This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of estate planning? Once you have these two questions answered, you'll be able to successfully strength test your retirement[...]

Make It Last – Ep 144 – The Importance of Planning Ahead

Listen Here! This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it's important that you establish a plan before taxes (potentially) go up[...]

Make It Last – Ep 124 – Making Things Easier For Your Family & Retirement Tools Are Not Enough To Help You

This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs - are they enough for your future? Finally, the pair[...]

Why It Makes Sense to Consider Your 2017 Taxes Now

Tax planning should always work in conjunction with your estate planning, and the end of the year is a great time to look ahead to the future with your taxes. It's easy to feel as though we're just at the beginning of the fourth quarter, but it's actually an excellent opportunity to look ahead to[...]

Thinking About Becoming a Snowbird? Do Your Research First

A new study from Maryland shows that the majority of people who achieve age 61 are free to choose where they want to live. This is not that surprising for many retirees, who want to consider moving at least on a part time basis to a more ideal locale. In fact, up to one third[...]

How to Use Partnership Income Tax Rules for The Purposes of Estate Planning

There are many different strategies that exist for passing wealth from one generation to another without having to encounter the estate tax. Many of these, however, may still be subjected to the generation skipping tax and other congressional measures. A novel strategy that may help you accomplish the goal of avoiding these consequences while passing[...]