The earnings test The earnings test
Podcast 65

065: Weekend Reading - The Earnings Test and the Capital Gains Tax Break

This week’s retirement reading is a little different. Casey is discussing a handful of articles, including Can Your Clients Pass the Earnings Test? White House Considers Capital Gains Tax Break that Would Benefit the Wealthy The Rolling Stones Know What You Need: An Annuity. Listen in as Casey Weade breaks down the article and shares what he thinks!

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.