A Proposed Tax Bill Could Change Retirement Planning

Author: Patrick Runyen

As a Wealth Manager at Independence Advisors, Patrick Runyen, CPA/PFS, CFP® works closely with clients to implement wealth management solutions. He leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions. CLICK HERE TO ASK PAT.

December 22, 2017  |  

Tax Reform: What You Need To Know

Significant tax changes are likely to be signed into law before year-end. While brackets are lowered under the Tax Cuts & Jobs Act (TCJA), certain deductions have been eliminated. Speak to your CPA, or ask us to run tax projections to see how the new tax rules will impact you and your family.