Retirement Tax Planning Under the New Law

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James J Puplava CFP

Many thought it would never get done in time but, just before 2017 came to a close, Republicans succeeded in passing a sweeping tax bill, which will have far-ranging effects on individuals, businesses, and retirees. In today’s Lifetime Income segment, we look at the specific changes and what they mean for you, especially those in or near retirement. Click here for a full archive of Lifetime Income broadcasts. See how Mark and Mandy Long consider retirement options in “Get Ahead of the Curve With a Retirement 'Check-Up'” View the embedded file below or see PDF here.

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About James J Puplava CFP

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