The media is dissecting the framework for Trump’s tax package. Today I examine its possible effect on companies and our need for simple tax codes

You’ve probably heard through every available media source something about President Trump’s tax plan. Today I discuss a Bloomberg article that lists companies already paying below the median effective tax rate and examine how it relates to our push for a simplified tax code. How bad has the identity theft crisis gotten? Officials in the Nebraska Department of Insurance state identity theft is beginning to affect annuities, an interesting turn for “safe” brokerage accounts. Other topics include:

• My top identity theft protection services
• Bitcoin offering scams
• Goldman Sachs price war on smart-beta ETF’s
• Can you use capital gain exclusions on a primary residence before utilizing charitable remainder trusts?
• How will retirement change if Trump’s tax plan passes?
• Explaining the Roth 5 year rule

 

 

Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.