11/17/20 – Winning with Annalee Leonard – Presented by Mainstay Financial Group – Bob Beargy

11/17/20 – Winning with Annalee Leonard – Presented by Mainstay Financial Group – Bob Beargy
Pensacola Expert Panel

 
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Bob Beargy joins the Pensacola Expert Panel to discuss the current and future political landscape and the effect key election results will have on taxes (Pro tip: they probably aren’t coming down any time soon), which tax increases in particular to be on the lookout for, and the best strategy for investment for the remaining months of 2020 (Pro tip: Don’t panic!). Bob also covers the potential changes to step up in basis rule for inherited assets and answers listener questions about converting a 403(b) retirement plan with the state into a Roth IRA.

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