Description
In this class, we will discuss:
- an update on this year’s tax rules including any changes
- how to take the larger standard deduction and still get a benefit from charitable donations
- tax strategies that make more sense now as legislation changes
- how to lock in today’s lower income tax rates so you cannot get hit by a tax increase later – ever!
- critical IRA planning and changes to how your kids and grandkids can inherit IRA or ROTH money
- IRS changes to required minimum distribution factors (we’ll show you the brand new rules and divisors and how to use them)
- a review of all the legislative changes of the last year and how they will affect you now
- last minute ways to take advantage of the Trump tax cuts while we still have them
- 2 other ways besides the Roth IRA to get tax-free benefits
- the catches in the “Qualified Charitable Distribution” rules and how to avoid them.
