The TrueHolistic Financial Planning Team provides insight into how to respond to recent financial events.

The team will address the following topics:

• Tax Cuts and Jobs Act of 2017, to understand the current and future tax impacts
• Secure Act 2.0, with respect to raising the starting age of RMDs, using 529s to pay student loans, expanded IRA contribution options, 10-year rule for inherited IRAs and more
• The Inflation Reduction Act, which offers tax credits for clean energy, electric vehicles, lower costs for prescriptions for seniors, and more
• Secure Act 2.0, with respect to RMDs, 529s to Roth IRA conversions, larger contribution limits to retirement accounts, expanded charitable options for QCDs and more
• Schwab Merger Updates, to understand the changes and what to expect now that the TD Ameritrade to Charles Schwab merger is complete

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.