The Tax Act presents new opportunities to show your value to clients by helping them keep more of their hard-earned retirement savings.

Our CEO, Bill Meyer, and Director of Research, Dr. William Reichenstein, co-authored the whitepaper and it includes the kind of in-depth analysis and specific, actionable strategies you have come to expect from these retirement income planning experts.

This whitepaper covers:

  • Using A Double-Up Strategy on Your Deductions
  • Forming a Donor Advised Fund
  • Taking advantage of a more favorable tax environment
 

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Get more, keep more retirement income for your clients with Income Solver.