Episodes

Have you considered what kind of impact the SECURE Act is having on your current financial plan? In this episode, Tim Scannell discusses specific areas of the newly approved SECURE Act that may affect you and your portfolio. This is a timely and informative conversation that addresses four areas of concern: wealth enhancement, wealth transfer, wealth protection, and charitable giving. In this episode, you will learn: What the new requirements are for heirs of inherited IRAs How and why a Roth m...

When you eventually pass on your estate to the next generation, do you know if your loved ones will be protected from creditors? In this episode, Tim Scannell is joined by John Wiktor from HMB Legal Counsel to answer the most common questions about advanced planning for estates. Together, Tim and John share experiences and examples from the client accounts they mutually work on. In this episode, you will learn: What the threshold for the “death tax” is How to make your asset transfer more meani...

Are you hoping to give more to your favorite charities and save money in taxes at the same time? In this episode, Tim Scannell uncovers strategies that may allow you and the recipients of your generosity to get the best bang for the buck. Contributing straight from your required minimum distribution (RMD) or even donating an asset are just two of the many options that you will hear about in this informative episode. In this episode, you will learn: About one of the most tax-efficient strategies...