Financial Planning in a new Tax Reality

The Tax Cuts and Jobs Act produced many winners and losers. In this educational workshop we will cover Schedule A lumping Qualified Charitable Distributions, Donor Advised Funds as well as other strategies that aim to turn some of those losers into winners. Discover what changed with the new tax reform law and how your retirement may be impacted. Understand how lost deductions could cause your retirement taxes to be higher than expected and how to plan for it. And, learn how new changes to tax laws could affect the taxes you owe and your Social Security income.
Presented by Kelly Campbell, host of seminars on retirement planning, informing thousands of baby boomers on ways to retire.