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Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004
January 25, 2020
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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