New Tax Laws Have Opened a (Temporary) Window of Opportunity

In case you hadn’t noticed, new tax laws have been passed. The changes affect tax brackets and thresholds as well as a reduction in the tax rates. So, how does all of this affect you? For an average family, this could mean saving an extra $3,000 to $10,000 dollars a year. Of course, this is a temporary window of opportunity that could change within the next 3-7 years depending upon who controls Congress and the presidency. You’ll also have the opportunity to implement certain tax strategies that could make a huge difference upon reaching retirement. Pay attention now so you don’t want to kick yourself later.

Here’s a quick preview of what Doug Andrew covers in this week’s broadcast:

  • Learn why time is on your side if you put that extra $3,000-$10,000 a year savings to work now. It could mean an extra half a million to a million and a half dollars over the next 30 years.
  • Do you have money accumulating in an IRA or 401(k)? Now is the time to consider moving those funds from tax-deferred to tax-advantaged.
  • Folks who are counting on being in a lower tax bracket at retirement may be in for a nasty surprise. Learn why that is and what you can do to avoid it.
  • Why is it essential to be willing to invest in knowledge and education now so you can enjoy a much larger payoff later? Anyone who has taken Doug’s classes knows the answer to this question.
  • Discover how to optimize your financial assets and how to minimize the unnecessary taxes you pay.
  • What is meant by authentic wealth? Once you’ve heard Doug’s explanation, you’ll never think of wealth as money alone.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.