11/17/20 - Winning with Annalee Leonard - Presented by Mainstay Financial Group

Pensacola Expert Panel

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

Nov 17 2020 | 00:54:04

00:00 / 00:54:04

Show Notes

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.

Other Episodes

Episode 0

March 05, 2021 • 00:24:09

03/05/21 - Pensacola Humane Society

Lauren Cappas, the Event Coordinator with Pensacola Humane Society joins Jenna to share about the upcoming adoption event for the gulf coast area! She...

Episode 0

September 24, 2020 • 00:24:05

09/24/20 - Climatech Professional Air - Travis Thompson

Travis Thompson joins the Pensacola Expert Panel to discuss your A/C units in the aftermath of Hurricane Sally and how you can clean them,...

Episode 0

April 18, 2023 • 00:24:31

4/18/23 Armada Advisors with Wesley Odom

For More Information Visit: https://www.armadaadvisors.com/latest-video 850-497-6167 610 N Spring Street Pensacola, FL 32501