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Tax Cuts and Jobs Act of 2017 – What’s Changed for Retirement Plans and Why It Matters

Tax time is here! Learn how to prepare and get a head start on your 2018 taxes. We’ll cover how recent changes to the Tax Cuts and Jobs Act of 2017 may affect your decisions regarding individual retirement plan contributions as well as employer plan contributions. These changes will also affect Roth conversion recharacterizations conducted in 2018, and more. Watch this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, as he discusses how these changes apply to your retirement, why you need to stay informed, and what you need to know before submitting your taxes.

Here’s a look into what we’ll discuss:

  • Tax cuts to the marginal tax rates
  • Reduction and elimination of certain key tax deductions
  • Additional tax deductions to small businesses
  • The elimination of Roth conversion recharacterizations

 

 

Date: January 23, 2019
Duration: 68 Minutes
Speaker: John Paul Ruiz, Director of Professional Development at The Entrust Group

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