Should Your Non-IRA Account Be a Joint or Individual Account?
There is a meaningful estate planning reason to have your joint account be an individual account instead.. it could be thousands of dollars of tax savings. But which should you use?
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898.
Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show
Be sure to stay up to date by following us!
Facebook - https://www.facebook.com/WiseMoneyShow
Twitter - https://twitter.com/WiseMoneyShow
Instagram - https://www.instagram.com/wisemoneysh...
Want more Wise Money™?
Read our blog! https://www.korhorn.com/wise-money-blog
Listen on Podcast: https://link.chtbl.com/WiseMoney
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
-
9:47
Wise Money Show
1 year agoHow Does Basis Step-up Work in Joint Accounts?
3 -
8:44
Wise Money Show
1 year ago3 Major Drawbacks of Married Filing Separately
13 -
5:39
The Money Guy Show
2 years agoShould You Open a Self-Directed Brokerage Account?
3 -
8:54
The Money Guy Show
2 years agoAre You Missing Out on This Triple Tax Advantage Account?!
1 -
0:54
Peak Financial Planning
10 months agoWhen to Save in Taxable Investment Accounts
-
3:09
benjaminzmiller
1 year agoHow can I invest in multifamily as a limited partner if I have a self directed IRA. Is that allowed?
-
0:42
Financial Education
2 years agoFinancial Education: Can I Contribute to BOTH my 401k and IRA?
68 -
3:25
Carolina Capital Management
1 year agoLending Private Money with SMALL IRA Accounts
8 -
47:33
Abbas Mohammed
1 year agoHow to Invest IRA/401k Funds Into Multifamily WITHOUT Paying a Penalty
-
0:28
bestmoneymakingideas
1 year agoHow to Make $5,000 a Month with Investment Accounts.
13