16. Tax Increases Are A Sure Thing

Описание: The "Eye On Retirement" episode titled "Tax Increases Are A Sure Thing" highlights the imminent expiration of the 2017 Tax Cuts and Jobs Act at the end of 2025, prompting viewers to consider the implications for their financial future. Matt Landon, CFP®, and Jay Tyner, RFC®, from Semmax Financial Group discuss the need for retirees and high earners to engage in proactive tax planning, especially those owning a business or expecting a significant inheritance. They stress that while tax payment is mandatory, paying more than necessary isn't, advocating for the use of Certified Financial Planners® (CFP®) and Certified Public Accountants (CPA) to optimize tax strategies. Jay and Matt suggest exploring deductions, tax-friendly investments, and charitable contributions as ways to reduce taxable income.

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Disclosure
These materials are for informational purposes only. They are not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation.

Advisory services are offered through Semmax Financial Advisors, Inc., a Registered Investment Advisory firm. Insurance products and services are offered through Semmax, Inc. Tax services are offered through Semmax Tax, Inc.

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