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Upcoming Tax Changes and How You Should Plan for Them
The clock is ticking on the 2017 Tax Cuts, and big changes are looming.
In this episode, Tyler Emrick, CFA®, CFP®, breaks down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025.
We dive into the original intent behind these cuts, what changes were made, and the impact on your bottom line. Learn how the expiration could lead to a significant tax hike unless new legislation is passed. We highlight key strategies—like maximizing retirement accounts under lower rates and leveraging deductions—so you can prepare for the changes on the horizon.
Here’s some of what we discuss in this episode:
- Recapping the details around the 2017 Tax Cut and Jobs Act.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
View all episodes
By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
4.4
2626 ratings
The clock is ticking on the 2017 Tax Cuts, and big changes are looming.
In this episode, Tyler Emrick, CFA®, CFP®, breaks down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025.
We dive into the original intent behind these cuts, what changes were made, and the impact on your bottom line. Learn how the expiration could lead to a significant tax hike unless new legislation is passed. We highlight key strategies—like maximizing retirement accounts under lower rates and leveraging deductions—so you can prepare for the changes on the horizon.
Here’s some of what we discuss in this episode:
- Recapping the details around the 2017 Tax Cut and Jobs Act.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
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