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  • 2 years ago
I discuss the American Opportunity Tax Credit, avoiding taxes on social security and the death of tr

I discuss the American Opportunity Tax Credit, avoiding taxes on social security and the death of tr

I express my frustration over parents who sacrifice their retirement plan due to college costs and the lack of wage inflation among the middle class. I then talk about the American Opportunity Tax Credit which can shave $10,000 off the cost of a college education, explaining where to find more information and who is eligible. Other topics include: Fatal flaws that caused the death of traditional retirement planning Listener Charles emails regarding a misleading annuity offer assuming a 5.2% rate of return How to avoid taxes on social security Dividend achiever stocks Insurance mistakes     Don’t forget to register for our Retirement & Wealth Preservation seminar on September 10 at Four Points by Sheraton in San Rafael where Rob Black, Michelle Lerman and I will cover strategies to help with complicated retirement wealth and estate plans. Registration is only $5 so click HERE to sign up! Email your money question to [email protected] , or call the show at 1-800-516-1220 from

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