Money Concepts Radio

Year-end Tax Tips #6: One-time opportunities for 2020

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRt

Download the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxn

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

Year-end Tax Tips #5: Taking more than the required minimum distribution (RMD)

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRt

Download the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxn

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

Year-end Tax Tips #4: Harvesting losses

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRt

Download the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxn

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

Year-end Tax Tips #3: Harvesting gains

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRt

Download the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxn

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

Year-end Tax Tips #2: Deferring or accelerating income or expenses

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRt

Download the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxn

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

Year-end Tax Tips #1: Know what has changed and watch the election results

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRt

Download the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxn

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #11: Summary

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #10: New uses for 529 college savings plans

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #9: Qualified birth or adoption distributions (QBOADs)

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM  

SECURE Act #8: Estate planning opportunities for retirement accounts

Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning Firm^TM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  

Host: Thomas De Jong, M.S.  

Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr

Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg

All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.^TM