Wilmington WealthWise with Tony Roth Podcasts

Episode 5: Planning Opportunities During Challenging Times

Tony Roth |
Wilmington WealthWise with Tony Roth
44348_Financial_Planning_NC.jpg

March 25, 2020—Tony is joined by Wilmington Trust’s Chief Planning Officer Don DiCarlo, who shares his insights on several wealth planning opportunities that can be particularly beneficial during the current market environment. Together, they discuss strategies to utilize the high federal tax exemption before it’s set to expire in 2026, or potentially sooner; gifting depreciating assets to different trust structures; converting a traditional IRA to a Roth IRA; and tax loss harvesting.

Listen...


Episode 4:
Health care—The proposals, the promises, the positioning

Tony Roth |
Wilmington WealthWise with Tony Roth
44348_Generic_Healthcare_Image_3.jpg

March 13, 2020—Tony is joined by Christopher Pope, a senior fellow at the Manhattan Institute, whose research focuses on health care payment policy, hospital-market regulation, and insurance-market reform. Together, they compare the health care proposals and campaign promises from the two leading Democratic Party contenders with what is likely under President Trump if he prevails in November.

Listen...