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.

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WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

White Coat Investor Podcast