Big Picture Retirement
Listener Q&A: Navigating Taxes, Trusts, and More
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:42:55
- More information
Informações:
Synopsis
In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification on calculating taxes on Social Security benefits using our Cheat Sheet, specifically addressing whether AGI already includes SS benefits or if an additional 50% is added. Anne's Concerns: Discussing the threshold for needing trusts for individuals with borderline amounts ($750,000 - $1.5 million) and insurance options for travelers, including auto insurance for rentals in the USA, abroad, and RVs vs. asset protection. Lamont's Inquiry: Confirming the standard deduction amount for a couple both over 65. Don's Situation: Understanding how income received from work as a Trustee or Executor for an estate affects Social Security earnings limits and the implications based on trust wording. Danny's Topic: Evaluating company private E.S.O.P. plans and their benefits. Lori's Request: Exploring the tradeoffs of na