U.S. Tax Reform: How it Could Affect You Workshop

The new tax law: what it means for you

New tax laws can have implications on your finances for years to come – not just when it comes time to file. These changes may mean you need to revisit some aspects of your strategy, including:

  • College planning, such as new rules for 529 plans.
  • Charitable giving, particularly with shifts in claiming itemized deductions.
  • Retirement savings, like whether you’re better off contributing to a traditional IRA or Roth IRA.

These are just to name a few. Find out how you and your family fare under the new changes. Register for this free workshop to learn more about the important new tax law.

Contact Joel Eggerding at 630-310-6713, or register on-line by clicking here.

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