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