There are new savings and tax opportunities that could be utilized.  Kelley covers new income tax brackets and withholdings, the raising of standard deductions, contribution limits, and the RMD age.  She offers an in depth look at annuities including the different types and the pros and cons.  She then discusses what to consider in the event of the passing of a spouse.  Topics covered include the tax implications, the changes in income, and making sure to consider avoiding decisions such as unplanned withdrawals.

You can reach Kelley Slaught by calling 800-838-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.