Description
During this class we will cover:
– The brand new Inflation Reduction Act (Does it really reduce inflation?)
– The Jobs and Tax Act (which you only have 4 years to use to your advantage)
– Charitable IRA Distributions and how to pay no taxes on your RMD’s
– The Secure Act- Major changes to IRA’s and beneficiary planning
– How the mid-term election results will affect retirement planning in 2023 and beyond
– We’ll examine new retirement legislation moving through Congress
– Finally, we’ll show you how to use all these laws to save taxes, earn more dividends
and pass more money along to your heirs
