Oct. 11, 2020
Better To Be Proactive
Episode 19 of Retire Hour. Larry Kloefkorn, of Market Advisory Group, joins Matt Goolsby in the studio to talk about tax concerns that were brought up in a recent client meeting and what tools are available to help reduce your tax burden. Medicare Open Enrollment is starting soon, and Bill Vawter, of Market Medicare Advisors, recommends taking a look at both Traditional Medicare and Medicare Advantage to see which would work best for you. Joshua Cicora, CPA with Market Tax Services, goes over some proactive advice to better control your tax picture going into and during retirement. Gerald Eidelman, of Eidelman Law Firm, talks about the importance of understanding how your property is titled and avoiding costly mistakes when making changes.
