Brent McCay from McCay Wealth Advisory, LLC chats with Jonathan Burns, partner at Spencer Fane LLP, about the ins and outs of Community Property Trusts.
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion. Learn about how much of...
Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look...
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at options available for your 401k when you turn 59 ½ years old.