Keil Financial Partners believes in focusing on what’s in your control. One thing that you have more control over than you may realize is your taxes.
With many new changes coming into the tax planning world, Jeremy Keil is here to simplify some of the latest tax laws and how they could affect your planning. Jeremy breaks down key points from 2017’s Tax Cuts and Jobs Act, 2019’s SECURE Act, and this year’s CARES Act, highlighting areas you might want to take advantage of and where you might want to be more cautious.
In this episode, you’ll learn:
- Three key considerations for charitable giving
- How the new required minimum distribution age can impact your planning
- Why your recovery rebate is not free money
- What to consider before taking money out of your IRA or 401(k)
- And more!
Tune in now to learn how you can make the most of the latest tax law changes!