Links mentioned in episode: Kelley Blue Book : KBB.com Edmunds.com Check out our complimentary download, How do interest rates play a role in retirement income strategies below. If you have any questions please give us a call at 504-832-9200    

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Links mentioned in episode: https://gregoryricks.com/reillys-laws-of-tax-planning/ Gregory mentions the IRS Listed Transactions: https://www.irs.gov/businesses/corporations/listed-transactions Check out our complimentary download, Tax Strategies for Retirement below. If you have any questions please give us a call at 504-832-9200    

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One of the hardest truths of retirement planning is that you’re never going to get it right. Just like today’s retirees never could’ve foreseen the pandemic and recession we’re currently living through, there will be surprises that come up for you in your senior years, some of which may cost you a lot of money…

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To max out your 401(k) in 2020 or 2021, you’d need to contribute $19,500. If you’re 50 or older, you’re allowed to make a $6,500 catch-up contribution, so $25,000 is your maximum. Let’s face it: $19,500 a year is a lot of money, particularly if you’re just starting your career. But if you can contribute…

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