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Latest episodes from Tax-Investment-Planning Show

2013 Year in Review and 2014 Economic Outlook

Play Episode Listen Later Jan 28, 2014 22:53


DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences 

Social Security Planning Strategies

Play Episode Listen Later Jan 17, 2014 26:55


DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences

Affordable Care Act 101: What You Need To Know

Play Episode Listen Later Nov 21, 2013 25:56


DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences 

401 k: Info for Participants

Play Episode Listen Later Nov 1, 2013 28:10


DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences

4th Qt, 2013 Stock, Bond & Economic Outlook

Play Episode Listen Later Oct 22, 2013 23:54


Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are general in nature and not designed to provide specific investment advice to individuals. Investors should not make investment decisions based exclusively on the material discussed on this call. CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences  

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