EP43 - GulfCoast Financial - TAXES!!

Financial Focus

English - January 29, 2020 18:43 - 32 minutes - 44.5 MB
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Previous Episode: 2019 - 06 - 15 John Kuykendall- An Optimal Retirement w/ Tom Hegna

Next Episode: EP44 - GulfCoast Financial - Financial Surprises

We have seen several changes in the tax code and laws and regulations when it comes to taxes during the Trump presidency. The Tax Reform Act of 2017 change deductions and the way many filers itemized for tax year 2018, then, with the sweeping passing of the SECURE Act in late 2019, the rules regarding our tax deferred accounts were immediately and forever changed. Did your plan keep up? Have you identified strategies to be as efficient as possible with your money?