Description
In this class we will discuss:
• An update on the 2021 year’s tax rules and changes for 2022
• 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 can inherit IRA and ROTH money
• IRS changes to the required minimum distribution factors (we’ll show you the brand new tables 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
