Plan Wise. Retire Free.

Effects Of The Tax Reform & Email Questions

We'll start off things off this week by discussing the effects of the tax code changes on people's tax returns this year. Then we'll dive into the mailbag and answer questions on retirement tax brackets, rolling over a 401(k), book recommendations, and more.

The Tax Train

This week we discuss the oncoming tax train and things to consider when choosing to prepare for the potential tax increases.

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