GEMs Podcast
GEMs Podcast
Podcast Description
The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
Podcast Insights
Content Themes
The podcast covers a range of financial planning themes including estate planning, tax reform, charitable giving, and wealth education. Specific episodes discuss topics such as the impact of the SECURE Act 2.0 on retirement planning, strategies for engaging family in estate planning, and understanding state residency rules for tax purposes, providing listeners with actionable insights and relevant financial knowledge.
The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
There are several strategies to consider when looking to save on income taxes. One strategy involves lessening your amount of gross income, which comprises five methods, or pillars: deferral, exclusion, elimination, offsetting, and character of income. In this podcast, Tom Kelley, national director of income tax planning for Wilmington Trust’s Emerald Family Office & Advisory,® offers his insights on how each of these pillars can help mitigate your tax burden.
Disclaimer
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