White Coat Investor Podcast

Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts and maximizing tax in retirement. Then we answer a few estate planning questions. The first is around if it is important to avoid probate and then talk about SLAT trusts. Laurel Road is committed to serving the unique financial needs of residents and doctors. We want to help make your money work harder and smarter. If credit card debt is weighing you down and you’re struggling with monthly payments, a personal loan designed for residents with special repayment terms during training may be exactly what you need to consolidate your debt. Check your rates in minutes to see if you qualify for a lower rate, plus, White Coat Readers also get an additional rate discount when they apply through https://LaurelRoad.com/WCI For terms and conditions, please visit https://LaurelRoad.com/WCI Laurel Road is a brand of KeyBank N.A. Member FDIC. All products are offered by KeyBan