As people file taxes they will notice several changes. Many good….some bad.

New Focus on Wealth with Chad Burton

English - March 06, 2019 23:46 - 37 minutes - 8.89 MB - ★★★★ - 60 ratings
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Previous Episode: Running out of money is the top fear for people going into retirement. How do you make sure you don’t outlive your portfolio?

Next Episode: We’ve had 5 straight quarters of double digit earnings growth, but ECB projections are stealing headlines. How will ongoing Brexit issues affect the market?

While most of the country is going to notice a reduction in taxes, California residents will be all over the board. Itemizing your deductions might not be better than the standard deduction under this new tax plan and your combined state income taxes and property taxes are no longer fully deductible. Today I discuss major tax changes you’ll notice once you file. Other topics include:

A crash course on 401k rollovers. When to roll your old 401k to and IRA and when not to. Financial planning in retirement How to avoid RMD’s after age 70.5 Steps to take before hiring a financial advisor

Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.