F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s

Something More with Chris Boyd · May 26, 2021 · 49m

Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden's Income Tax, Capital Gains, Social Security Sander's For the 99.5% Tax Act Van Hollen's Sensible Taxation and Equity Promotion (Step) Act of 2021 Chris and Cathi discuss financial mistakes to avoid in your 50s and 60s, including: Spending Retirement Money Before Retirement Retiring Too Soon Relying Entirely on Social Security or Pension Not Having an Estate Plan Being Too Conservative with Investments Doing Nothing