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Keil Financial Partners believes in focusing on what’s in your control. One thing that you have more control over than you may realize is your taxes.
With many new changes coming into the tax planning world, Jeremy Keil is here to simplify some of the latest tax laws and how they could affect your planning. Jeremy breaks down key points from 2017’s Tax Cuts and Jobs Act, 2019’s SECURE Act, and this year’s CARES Act, highlighting areas you might want to take advantage of and where you might want to be more cautious.
In this episode, you’ll learn:
- Three key considerations for charitable giving
- How the new required minimum distribution age can impact your planning
- Why your recovery rebate is not free money
- What to consider before taking money out of your IRA or 401(k)
- And more!
Tune in now to learn how you can make the most of the latest tax law changes!
Resources: Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Things You Should Know Before Choosing a Financial Advisor | Subscribe
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.