F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s

<p>Chris and Keats talk about three tax proposals and how they may affect estate planning:</p> <ul> <li>President Biden’s Income Tax, Capital Gains, Social Security</li> <li>Sander’s For the 99.5% Tax Act</li> <li>Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act of 2021</li> </ul> <p>Chris and Cathi discuss financial mistakes to avoid in your 50s and 60s, including:</p> <ul> <li>Spending Retirement Money Before Retirement</li> <li>Retiring Too Soon</li> <li>Relying Entirely on Social Security or Pension</li> <li>Not Having an Estate Plan</li> <li>Being Too Conservative with Investments</li> <li>Doing Nothing</li> </ul>