Latest News
The New Tax Laws and Social Security
Although the 2018 tax law changes are a large step toward simplification of the filing process, there are several key aspects affecting seniors that need to be researched. They involve Qualified Charitable Distribution options to offeset taxable income, as well as changes in the rules for estate tax exemptions. Financial planner and investment adviser Bill Oldfather, in a post on www.kearneyhub.com takes a look at this area. Read his 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.