New tax reform comes with the promise of lower taxes while it also eliminates key deductions. Will you benefit from the Tax Cuts and Jobs Act? Will it impact your retirement? Financial experts Joe Anderson, CFP® and Alan Clopine, CPA explore new strategies that can be used to significantly reduce your tax liability before and after you retire.

Important Points:

(3:55) - 2018 Changes to Income Tax Rates

(4:22) - Standard Deductions

(5:45) - Itemized Deductions

(6:30) - Mortgage Deductions

(9:20) - Changes to Rules Regarding Alimony

(10:32) - How the New Tax Law Affects Retirement

(13:50) - Roth Conversions & Tax Diversification

(19:05) - Tax Reform & Charities: Qualified Charitable Distributions

(20:00) - Business Taxes: S-Corporation

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV

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