• The Pumpkin Spice Tax

  • Oct 29 2024
  • Length: 20 mins
  • Podcast

  • Summary

  • We’re embracing the flavors of fall! But did you know there's an extra “tax” on many pumpkin-spiced products? 🎃 And did you know when you retire, your taxes may increase too? With the Trump Tax cuts set to expire at the end of 2025, Greg and Kristin share how to best take advantage of what’s available NOW. Plus, we reveal the intentional reason we turn to other professionals for some types of planning, such as Medicare, wills and trusts, and some inheritance planning.

    👨‍💻 Snag a copy of Legacy’s My Retirement Kit to help you get organized!

    See omnystudio.com/listener for privacy information.

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