Tax Reform – Urgent – Call Your Advisor!

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James J Puplava CFP

As we discussed in our Big Picture yesterday, the Republican tax reform is a big deal and will have numerous impacts, especially on retirees. As well, these impacts will largely depend on where you live and how you earn your money. In today’s Lifetime Income program, Financial Sense Newshour explains what you need to know and why this current tax reform bill makes it more important than ever to call your advisor about what we are going to discuss today. For our related case study see how Matt and Emily plan their exodus to protect their finances (see PDF here) or follow along with the slides below.

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About James J Puplava CFP