A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Senior Tax & Insurance Advisors, PLLC, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Senior Tax & Insurance Advisors, PLLC
(512) 833-6557

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HAPPY HOLIDAYS!

By Sarah Brenner, JD
IRA Analyst

Happy holidays from Slott Report! We would like to wish all of our readers and their families a joyous holiday season and a Happy New Year!

Thank you for taking your valuable time to read the Slott Report in 2018. Throughout the year we have heard from many of you. We welcome your questions and input. Keep it coming!

The end of the year is always a time to look back. 2018 has been a busy year at the Slott Report. The Tax Cuts and Jobs Act became effective and changed the tax landscape. While we said a sad goodbye to the recharacterization of Roth conversions, we welcomed new tax brackets that made conversion more attractive. The Bipartisan Budget Act brought relief to wildfire victims and expanded hardship distributions. The Supreme Court gave its stamp of approval to state statutes revoking beneficiary designation upon divorce. The list goes on and on….

We weighed in on a wide range of topics from why qualified charitable distributions (QCDs) are more valuable than ever, to Medicare premiums and IRAs, to the pro rata formula for IRA distributions.

2019 promises to be another action-packed year. There is a package of retirement account proposals expected to be on the agenda when Congress reconvenes which could impact IRAs and other retirement accounts – and that’s just the start. We hope you continue to check in with the Slott Report for the latest retirement account news and information.

https://www.irahelp.com/slottreport/happy-holidays-0

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