Changes are afoot in our country, and the tax burden that is coming down the pipeline is going to be the biggest that we’ve ever had in our history. 

 

This is the last year of President Trump’s tax code changes, and with 65 million Boomers expected to retire by the end of the decade, the clock is running out on some of the key tax strategies we can take advantage of and leverage. 

In this episode, I share the one strategy we need to consider right now for wealth transfer and distribution.