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23 – Business Transitions, Tax Changes, and Retirement Moves: What Every Owner Must Know
Manage episode 502558553 series 3655058
Stewart Willis에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stewart Willis 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of The Asset Preservation Hour, financial advisor Stewart Willis is joined by fellow advisor Scott Preble and host Spike Spengel for a practical, behind-the-scenes look at the most pressing issues facing retirees and business owners right now. The team opens up about the realities of business succession—sharing stories of business partners lost, family businesses no one wants to inherit, and how the right operating agreement or trust can protect your life’s work (and your loved ones) when the unexpected happens.
The episode also breaks down the latest in tax law—including the new bill passing through the House that could extend the Tax Cut and Jobs Act, eliminate taxes on tips (up to $25,000), boost the SALT deduction, and change rules around overtime and Medicaid eligibility. Stewart explains what actually matters for your retirement plan: why you should take advantage of this “tax sale” window, how to make your Social Security more tax efficient, and why waiting until next year could cost you.
Whether you own a business, manage rental properties, or just want to make sure your family and income are protected for the next generation, this show offers actionable advice, a dose of real-life humor, and a clear path to reviewing your business, portfolio, and retirement income plan.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary business, tax, and portfolio review.
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