American Monetary Association

Ashlea Ebeling appears as Jason's AMA guest. She is a Forbes editor and talks about the different estate taxes you might face all across the United States. She also touches on federal and income tax on the show. She tells the audience every year she develops an interactive map on Forbes of where you should not die in the United States that you can check out in the show links. 

 

Key Takeaways:

2:50 – How does New York's state tax have a 164% marginal tax rate? 

7:20 – Can you avoid estate taxes? Ashlea breaks down four way you can do this. 

11:30 – You have to be careful of inheritance taxes and need to look carefully into that before you give your properties away. 

14:20 – Ashlea likes the idea of Roth IRA. Jason thinks there's nothing stopping the government from changing the rules. 

18:10 – There are a lot of new tax rules and regulations happening for 2015 that people need to be aware of. 

 

Mentioned In This Episode:

http://www.businessinsider.com/bond-market-panic-phase-of-financial-crisis-2015-1

http://www.forbes.com/sites/ashleaebeling/2014/09/11/where-not-to-die-in-2015/

http://taxfoundation.org/

https://twitter.com/ashleaebeling

Direct download: AMA_106_RP20from20CW20463.mp3
Category:Audio Podcast -- posted at: 2:59pm EST

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