Finding better tax strategy investments with Josh Jalinski
2021-08-03
Josh Jalinski, The Financial Quarterback is joined by David Peters, founder of the David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In this segment, a caller asks Josh for some advice as he plans for his children to inherit money he has saved in the S&P 500. What can he do to avoid paying as much tax on the dividends? Listen to find out.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
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