Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market


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Manage episode 255184509 series 1061873
By Steve Leimberg. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
In this 15-minute podcast, Bob Keebler and Lyle Benson discuss strategies for estate and income tax planning in the midst of market volatility, including Roth conversions, loss harvesting, alternate valuation date elections, gifting and selling low value assets, asset substitutions, and more.
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75 episodes