What the new tax bill might mean for your financial strategy.
New tax legislation has been dominating the news, and you may be asking questions like this:
- What’s going to happen to my tax rate?
- What’s the new deduction for people aged 65 and older?
- What’s the new limit for lifetime gift and estate tax exclusions?
- What’s the limit for the state and local tax (SALT) deductions?
- When’s it a good idea to contribute to a Child Savings Account (“Trump Account”)?
Financial Longevity Advisory, LLC is here to help answer these questions and more. These are more than just changes to the tax law — they’re an opportunity to reevaluate your financial strategy and use these changes to your advantage.
Make an appointment now. Call (816)-746-9908 today.
