Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market
Released Monday, 2nd March 2020
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Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market
Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market
Monday, 2nd March 2020
Good episode? Give it some love!
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In this 15-minute podcast, Bob Keebler and Lyle Benson discuss strategies for estate and income tax planning in the midst of market volatility, including Roth conversions, loss harvesting, alternate valuation date elections, gifting and selling low value assets, asset substitutions, and more.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com
Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
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