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How the New Tax Law Shakes Up Your Retirement Finances

Last update on: Jun 22 2020

The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and corporations. It also makes changes to numerous other exemptions, deductions, credits and strategies.

In this Retirement Watch Spotlight Series seminar, Bob Carlson reviews in detail the key provisions of the law. You’ll learn about the changes to IRAs, estate taxes, investments, charitable giving strategies, itemized deductions and the rest of your retirement finances.

Bob also reviews the planning strategies that were changed by the law and those that continue to enhance your financial independence. You’ll learn how the tax law affects your investments and the tax changes that are most likely in the next few years.



We’ll be discussing “Maximizing Your Home Pension.” The family home and home equity probably are the most neglected assets in retirement planning. Yet, incorporating home equity in your plan can enhance your financial security and leave more for your loved ones. You don’t have to leave your home to use the equity in retirement. We’ll discuss the strategies available, how to choose the plan that’s best for you and how to avoid the mistakes many people make. The earlier you incorporate home equity into your retirement plan, the better off you’ll be. It’s never too late to explore how to make the most of your home equity.



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