Whether we like it or not, our tax laws will be changing again soon. That’s why it’s so important to keep your tax planning needs top of mind and be aware of what those changes are and how they factor into your retirement plan.

Today, we’re once again joined by Chase Reardon to talk about some important changes to the Tax Cuts and Jobs Act and how you can take advantage of opportunities that exist to mitigate taxes.

We’ll discuss why tax planning and portfolio planning have to go hand in hand, how Chase and the SHP Financial team works with clients to build a tax plan for their specific needs, and what you can do right now to save money in retirement.

In this podcast interview, you’ll learn:

• Why tax planning can never be a set it and forget it strategy.
• The major advantages of the Tax Cuts and Jobs Act–and why these benefits will mostly go away at the end of 2025.
• How to know whether a Roth conversion is right for you.
• Assets you can use to change your tax structure, including trusts, charitable gifts, and 529 accounts.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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