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内容由First United Bank & Trust and First United Bank提供。所有播客内容(包括剧集、图形和播客描述)均由 First United Bank & Trust and First United Bank 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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What Matters Most - Tax Updates & Updates with Shane Small

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Manage episode 371767919 series 2408524
内容由First United Bank & Trust and First United Bank提供。所有播客内容(包括剧集、图形和播客描述)均由 First United Bank & Trust and First United Bank 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.

  continue reading

134集单集

Artwork
icon分享
 
Manage episode 371767919 series 2408524
内容由First United Bank & Trust and First United Bank提供。所有播客内容(包括剧集、图形和播客描述)均由 First United Bank & Trust and First United Bank 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.

  continue reading

134集单集

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