Deciphering Tax Law Changes to Retirement Plans

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Tax Reform
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Uncover more opportunities to benefit from retirement planning.   While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed. Given this new landscape, there may be additional opportunities and new twists to be mindful of when planning for retirement in the most

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Tax Reform and Your Incentive Stock Options

Paul Kieffer |
Tax Reform
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Favorable tax planning opportunities that may apply to your stock options.  The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives. Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs). Making the right decisions when exercising options can

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Year-end Planning After Tax Reform

Anthony Viducic |
Tax Reform
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This Issues and Insights discusses year-end tax planning strategies.  It’s important to explore your year-end planning opportunities in light of the sweeping changes made to virtually all areas of federal tax law that went into effect this year. Areas such as income and deduction timing, charitable giving, annual exclusion gifts, and others are discussed. While

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