Something More With Chris Boyd Show Podcasts

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning  Jeff Perry and Russ Ball tackle questions from listeners and clients. To start this episode, Jeff and Russ discuss options for beneficiaries of IRAs who wish to avoid income taxes. Next up is a series of questions resulting from the passage of President Trump’s “One Big Beautiful Bill’ to include how the new senior tax deduction works and the details on the changes to taxes on tips and overtime. The episode ends with a question from a parent who is worried about market risk in their son’s 529 account. #financialplanning #investing #stockmarket #OBBA #BBA #incometaxes #IRAs #529s #beneficiary #seniortaxdeduction #taxesonovertime #taxesontips Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr