Trump’s Tax Plan: How the 2017 Tax Cuts and Jobs Act Could Affect Your Retirement

About This Course

During this one-hour class, you’ll discover how the recent Tax Cuts and Jobs Act could affect your retirement.

For the first time in over 30 years, we’ve seen a large shift to the federal tax code, including the elimination of entire tax brackets. With the geopolitical landscape changing each election cycle, it’s important to have a tax strategy that still works for your retirement, regardless of changes to the tax code.

Course Objectives

During this course, we’ll explore these questions and more:

  • What are the key changes between the old and new federal tax plans?
  • Have RMD rules changed in the new plan?
  • How will retirees be able to itemize with a higher standard deduction?
  • How does the adult caregiver tax credit work?
  • How have the markets historically responded to lower tax plans?