Tax Act Update Webinar

Are we on the cusp of a tax time-bomb?  

Learn How You Can Live a Tax-Free Retirement!

Planning is an important step in order to reduce or eliminate taxes in retirement.  This is a challenging level of retirement income review that we do very well.  Work with our fiduciary and our CPA to determine the ideal amount to you could save on taxes each year. ​

The Tax Cuts and Jobs Act of 2017(TCJA) was passed by congress and signed into law by President Trump.  The law took effect January 1, 2018.  The TCJA reduced tax rates across all tax brackets, doubled the standard deduction, doubled the child tax credit and reduced capital gains and dividend taxes.  Unfortunately, the law will expire or sunset December 31^st 2025, after that taxes will revert back to the pre-2017 levels, essentially increasing taxes across the board.  Only an act of congress can extend the law and continue tax rates as the are today.  So, how should we start planning today?  Marc Montini and Montini and Company Tax Advisory Group has a proven method to tax advantage of tax rates today by systematically converting taxable retirement accounts into Roth IRAs.  We have three tax years to make these conversions while taxes are on sale.  Schedule your no-cost retirement evaluation and let us show you how to prepare for an eminent tax increase.

We hope you enjoy this content, and it helps you as you enter this next phase of your life.  Please reach out to Montini and Company Tax Advisory if you would prefer to work with our licensed fiduciary and financial planner. Retirement’s not easy but with our help we can get you there.  In this short webinar Montini and Company Tax Advisory Group will help educate you on all the planning tools we use to help people achieve the retirement they have dreamed about.

Contact us to consult with our Tax and Retirement Professionals for help creating your successful retirement income strategy today!