A new year means new tax changes. While Congress didn’t pass any major tax reform last year, there are still updated tax provisions that could affect how much money you keep and how much goes to Uncle Sam. I’ve included some of the most significant of these changes for investors and retirees. My suggestion: Look over the material below and circle any information you have questions about. Then, feel free to share this with your tax professional! He or she should
be able to answer any questions you have.
One last thing, as you know, tax season is now upon us. To help reduce the stress of tax season, your accountant or tax preparer may contact us directly – with your permission –
for any needed investment information. We are always happy to coordinate with any other financial professionals you work with to minimize your workload. As always, if there’s anything Tina or I can do to be of assistance, please let us know.