We have made it to a new year. And like every other year, changes have been made on what we are allowed and not allowed to do with our money. So it's important to get caught up with all of the important numbers that will dictate what we can do while we try to maximize our planning opportunities within the year.
In this episode, Derek will talk about
I. The changes to Federal Income Tax Rates
II. Long Term Capital Income Taxes Rates
III. Net Investment Income Rates
IV. Provisional Income Changes
V. Contribution Limits and updates
VI. RMD changes
We hope you enjoy the episode!
You can connect with Derek on social media at:
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Or by email at:
derek@pharmfp.com