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Showing posts from November, 2018

Customized Financial Strategies

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At Senior Financial Services we help our clients by designing a customized financial strategy that often combines more than one product. Each part of the strategy will often dovetail with the others to produce a comprehensive plan addressing asset protection and growth, income that meets or exceeds the client’s needs, efficient tax strategies as well as efficient methods of passing assets to your heirs. Contact Fred Orentlich at 800-679-2858
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Maximize Your Retirement with Senior Financial Services Inc New Legislation and its Effects on Retirement Planning Part 3

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At Senior Financial Services we don’t take shortcuts. Hard work and research are hallmarks of our practice. For help with your retirement planning needs, contact Fred Orentlich of Senior Financial Services at 800-679-2858     1. Permanent vs. Temporary Provisions Provision Status Effective Duration Federal Income Tax Brackets (TCJA continuation) Permanent Made permanent under OBBBA, no scheduled expiration Standard Deduction Increase Permanent Adjusted annually for inflation Qualified Business Income (QBI) Deduction Permanent No expiration under OBBBA Estate & Gift Tax Exemption Increase Permanent New exemption (~$15M/person) starts 2026 and indexed for inflation Provision Status Effective Duration Senior Deduction ($6...
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Location: Massachusetts, USA
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