Truth in Planning

Truth in Planning with Kevin Tharpe and Gary Anderson

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Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)

Posted July 30, 2023 • 00:41:48

Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid...

Hollywood and Estate Planning/More on Taxes in Retirement

Posted July 22, 2023 • 00:40:58

Kevin Tharpe outlines how Hollywood has distorted the process of thorough estate planning and the myth that you will lose your home if you go into a...

Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023)

Posted July 22, 2023 • 00:40:51

Gary Anderson discusses the issue of taxation during retirement and how to plan for this; Kevin Tharpe unpacks the issue of titling.

Tax Forecast: 2026/Access: How, When and Why

Posted July 8, 2023 • 00:40:49

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Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)

Posted July 1, 2023 • 00:41:27

Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to...