2018 Tax Strategies

Many believe understanding taxation should be left to accountants and bankers. They will get us out of the jam come tax season.  But the truth is, understanding taxation and the 2018 tax reform can have a big impact on the decisions we make today and the outcomes we will face tomorrow.

In this class, we will focus on the big picture of the current tax reform and its impacts on every American.

 

The truth is if you fail to factor taxes into the equation while managing your assets and accounts, you could wind up with a large bill from the IRS.

Determining your current and future tax liability and developing a tax strategy to minimize the amount of taxes you pay during retirement is critical.

Taxes play an integral part in planning your legacy and can directly impact your retirement income or the wealth you will be able to pass on to your heirs. Take the proper measures to ensure you’re minimizing your tax burden in retirement and leaving a legacy you can be proud of.

Enroll now, learn to see the big picture of taxes and potentially save yourself thousands by understanding these important changes to our tax laws!

Class

Our class is currently under construction, please check back again soon!

For more information and to request a consultation, contact us:

Handouts

Disclaimers

We are not tax professionals, tax return preparers or enrolled agents. We are also not CPAs or attorneys.

  • Federal Law (26 U.S. Code 7525) provides a definition for tax advice. We will not be giving any of that in this class.

 

For tax advice or preparation of your tax return/forms, you need to consult someone who is a tax professional.

All written and video content is for informational purposes only.  It is not intended to provide any tax or legal advice or provide the basis of any financial decisions.  Opinions expressed herein are solely those of Journey Financial Group, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or a qualified professional before making any financial decisions.  We are not affiliated with our endorsed by any government agency.

Investing involves risk including the potential loss of principal.

Advisory services are offered by Journey Investments, LLC DBA The Journey Financial Group a Registered Investment Advisor in the State of CO. Insurance products and services are offered through Journey Insurance, LLC. The Journey Financial Group and Journey Insurance, LLC are affiliated companies. The Journey Financial Group and Journey Insurance, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Sellstate ACE Realty, American Family Insurance, Synergy One Lending, Lizknowsmedicare, and Budget Balance are not affiliated companies. The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or investment advisory services to any residents of any State. Information provided is specific to the State of CO. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The Journey Financial Group is not engaged in the practice of law  or tax preperation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

 

Exclusive rights to this material belongs to The Journey Financial Group and GPS. Unauthorized use of the material is prohibited.

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