retirement blunders

July 29, 2019: Wealth Matters: “The TCJA and SECURE Act”

Posted on September 18, 2019
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For most people the tax change did not have much effect. Now with a limited standard deduction, clumping together your expenses for each year will help you reach your standard deduction from charitable contributions to medical expenses.

In this episode, Debbie gives some valuable advice on tax planning. Listen below!

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