Today, we are answering your tax questions. We discuss tax liability in retirement, Social Security tax limits, and tax-gain harvesting in UGMA accounts. Then, we answer a few estate planning questions. The first is whether it is important to avoid probate, and then we talk about SLAT trusts. We also hear from Anthony Morena, the principal of Mortar Group. He talks about what is going on in the market, why real estate investing might be right for you, and what makes Mortar Group special.

In This Show:

 

Forecasting Tax Liability in Retirement 

“Hey, Dr. Dahle, hope that your healing is going well. Thanks to you and your team for keeping things going during your recovery. I’m trying to do some forecasting for my tax liability in retirement and specifically looking at my after-tax brokerage account.

When we think about an average market return

Keep reading this article on The White Coat Investor.

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