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On the Money: Alpha Planning 101

Oct 29, 2021

  • Maximizing Social Security Benefits
  • Addressing Sequence of Returns Risk
  • Planning for Long-Term Health Care
  • Leaving Behind IRA’s


Oct 15, 2021

Dave & Brandon talk through Biden’s proposed changes that may affect:

  • Corporate Taxes
  • Wash Sales
  • Capital Gains
  • Estate Taxes
  • Roth Conversions


Oct 1, 2021

  • Understanding the best timing to access your retirement money
  • Utilizing Estate planning tactics
  • Taking advantage of Roth conversions in today’s tax environment


Oct 1, 2021

Key Topics:

  • Annuities
  • Long Term Care Policies
  • Legacy Planning