The Tax Cuts and Jobs Act, passed in 2017, is set to expire at the end of this year, and rates will go up if nothing is done between now and then. Jeff and Camille discuss the importance of tax planning to help lower your tax bill in retirement.

Will Tax Rates Go Up or Not? - June 14, 2025

At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. Monolith Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Monolith Financial Group are not affiliated companies. CA Ins. Lic. #0N14019 1817782-8/21

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Will Tax Rates Go Up or Not? - June 14, 2025

Will Tax Rates Go Up or Not? - June 14, 2025