Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31 deadline to take action, so we want to make sure you’re prepared.
Today we’re talking about the recent proposals in the new American Families Tax Proposal. We’ll walk you through some of the proposed changes and how they could affect your financial future.
Today we are going to focus on your questions. We will discuss gifting money to your children, the fear of running out of money, and required minimum distributions. No matter your financial question, we’re here to help guide you.