A mini-series about year-round tax planning wouldn’t be complete without discussing investment tax management. In part four, Peter Raskin discusses his investment tax management recommendations, including the advantages of capital gains and dividend tax rates. Then he dives into the ins and outs of stepped-up basis and gifting strategies. In this episode, you will learn: …
In part three of his series, Peter Raskin discusses how asset location can make a difference in your tax plan. Don’t miss this opportunity to learn which strategies Peter uses to help his clients reach their wealth goals. In this episode, you will learn: About a case study in which a couple withdrew money from …
Wealth is a journey, and that journey lasts year-round. In part two of his tax planning mini-series, Peter Raskin dives deeper into the year-round planning process of tax planning, highlighting his point of view on taxes and why he thinks they’re important. In this episode, you’ll learn: How the political landscape will affect taxes in …
When many Americans think about tax planning, they think of tax season – a short-term process which lasts a couple months at most. However, in this episode of the Wealth is in the Details podcast, Peter Raskin explains how tax planning is really a year-round process. In this episode, you’ll learn about: The difference between …
The initial analysis of a financial planning meeting is much like opening the hood of a car — you open it up to see what you’re working with, and you move forward from there. In this second part of his planning process mini-series, Peter explains the team-based approach used by Raskin Planning Group — an …
Financial planning is about making the most of your money and assets. However, it’s also about the relationship between clients and advisors. In part one of his two-part series on the Raskin Planning Group process, Peter Raskin explains his on-boarding procedures and the importance of building strong relationships with clients. In this episode, you’ll learn: …
Peter Raskin has served the Boston area as a financial advisor for over 30 years. He’s the lead financial planner at Raskin Planning Group, which he founded with the mission to help individuals and families with their comprehensive financial needs. In this inaugural episode of the Wealth is in the Details podcast, get to know …