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Over the next three years, your clients may be able to avoid taxes entirely on certain kinds of capital gains and qualified dividends. You just have to get their income into the 10%-15% tax bracket. Here are some tax and income-shifting strategies to consider.
This new law is massive and contains a number of provisions that may significantly affect your clients' retirement strategies. Here is a review of the major sections and revisions.
Here are the brackets, thresholds, limitations, exemptions, and numbers you need to know to help clients plan for a new year. Keep this link handy and refer to it throughout the year, because we will update the information as necessary.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025