Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004

January 25, 2020

Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004

With just three questions today, Jim and Chris discuss tax-planning windows, bucketing, and variable annuities.

(6:06) Georgette from Georgia asks how she can place herself in the best position for the tax-planning window.

(23:40) A Californian would like to know how Jim’s implementation of bucketing is different from plain asset allocation.

(44:00) Another financial planner reaches out to ask about variable annuities.

Podcast: Play in new window | Download (Duration: 1:26:50 — 39.8MB)

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