Tax Strategies Update
The new tax bill introduces significant changes that could impact financial strategies, particularly for the FI community. Key points include adjustments to house hacking rules, the repeal of Roth recharacterization, and expanded use of 529 plans for pre-college expenses. It's crucial to consider these changes while planning for the near future, especially regarding year-end tax payments and charitable contributions.In this clip
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058 | Annual CFP Roundtable 2017 | Kyle Mast and Danny Kenny
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