Tax Changes You Need to Know for 2018

The first major American tax overhaul since 1986 has arrived. What does it mean to you and how does it affect your planning for retirement? While this is a highly complex and voluminous law, there are seven important elements you need to know. 

As you begin to digest these important tax law changes, you should consider consulting with your tax advisor and retirement advisor to take advantage of planning opportunities that could affect your overall retirement plan. It is more important now than ever to have your tax preparer collaborate with your retirement advisor to ensure you are taking full advantage of the new law. We will continue to dig into the new law to learn the impact on your personal and business taxes in the months to come. 

This information is not intended to be a substitute for specific individualized tax advice.

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