Episode 14: The Structures — What Holds Your Financial Estate
Who Keeps Blocking Black Wealth di Leoler Shanklin
Note sull'episodio
Last episode, Dana and Harold mapped the financial locations:
Taxable City.
The Partially Taxed Suburb.
And Tax-Free Land.
This week, they move from location to construction.
What structures are holding your money?
What was each one designed to do?
And do your checking accounts, retirement plans, insurance policies and investment accounts work together as an intentional financial estate—or are they simply scattered property with no blueprint?
In Part 4 of the WKBBW Retirement Planning Series, Dana and Harold examine:
• The government parking structure: Social Security and Medicare • Employer-sponsored structures, including pensions, 401(k)s, 403(b)s, 457 plans and deferred compensation • The Rainy Day garage • Traditional, Roth, SEP and SIMPLE IRA garages • The non-qualified garage • Risk-mana ...