What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan
Join Jeff as he welcomes special guest Kevin Korhorn, CFP®, ChFC, AIF®, owner of Korhorn Financial Group, Inc., to explain some of the recent changes related to the tax code. Kevin and Jeff will share specific techniques and strategies they suggest as financial planners to their clients. Kevin argues that now more than ever working with a holistic financial planner is crucial as it relates to understanding your personal financial circumstances, developing techniques and strategies around tax planning, and helping execute them alongside your tax professional.
How can you qualify for the premium tax credit to cover health insurance premiums between the ages of 60 and 65? Can you make after-tax contributions to a 401k? What is a qualified charitable distribution and could it save you taxes on an otherwise taxable distribution from your IRA?
Listen in to find out how recent tax code changes could impact your financial plan!
