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…

 

This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.

Website by Geiger Computers