Latest News
The Importance of Diligence in Re-evaluating Retirement Savings Strategies
In the wake of recent tax reform legislation, a consistent thought seems to have emerged–be proactive in examining and re-evaluating the effectiveness of your retirement savings strategies. Although the final bill signed into law by President Trump really didn’t have a material impact on retirement plans, there was considerable debate in the run-up to the vote that stirred thoughts on the issue. Forbes contributor Jim Poolman provides insights into the subject, drawing this conclusion: “…we can glean a valuable lesson from the debate, when it comes to retirement planning: Tax reform has taught us more than ever that Americans need to examine and evaluate their current retirement savings strategies while educating themselves on all available options for planning.” Read Poolman’s www.forbes.com post here…