Tax Guide Update – The Tax Cuts and Jobs Act and 2018 Taxes

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This week’s AAII Weekly Digest highlights these
“must-read” AAII articles:

 

Retirement Planning Strategies Following the 2017 Tax ActRetirement Planning Strategies Following the 2017 Tax Act

In the aftermath of the Tax Cuts and Jobs Act of 2017, this article discusses some strategies that retirees may want to consider. The lower tax rates and higher standard deductions make taking advantage of Roth IRAs more attractive now.


Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes

AAII Staff

An update to AAII’s comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions following the changes related to the Tax Cuts and Jobs Act of 2017.

 

Useful End-of-Life DocumentsUseful End-of-Life Documents

While it is a topic few of us want to talk about, planning for after you are gone is an important part of the financial planning process. A will is a well-known and important tool in estate planning, but there are other documents you should consider having to better ensure that your late-in-life and end-of-life wishes are carried out.

 

Money and Kids: A Parental Guide to Teaching Financial Responsibility

Knowing how to use money is a critical skill, and many parents (and grandparents) wrestle with the issue of how to impart this knowledge to their children (and grandchildren). This blog post offers suggestions for teaching financial responsibility to future generations.


Our Member Question for this week is:

Recently, a U.S. circuit court struck down the Labor Department’s fiduciary ruling requiring brokers and others handling investors’ retirement savings to act in clients’ best interest rather than just ensuring they are offered suitable products. Do you agree with this ruling?

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Vote to answer this week’s Special Question: What do you think is the best way to ensure that financial professionals act in their clients’ best interest?

Last Week’s Results:

Poll results are as of 9 a.m. (Central) on Monday. 2,108 respondents.


AAII Survey: Readers Predict the Most Impactful Developments in Finance for 2018

Change is a fact of life. In the world of finance, new services, products and technologies are always coming to the market. In turn, consumers are confronted with new ways to think about their finances. The latest AAII reader survey asked what would have the biggest impact on finance in 2018. In addition, the weekly special question asked our readers what they thought the impact of the proposed tariffs would be.

A Lifetime Investment Strategy

Authored by AAII’s founder, James B. Cloonan, this valuable publication shows how you can outperform professional money managers and the market over the long run. In addition, it will help you understand risk and its relationship to return. It’s not available in bookstores but is one of the many benefits of being an AAII member.

 

 

 

The AAII Weekly Digest is one of the many benefits of AAII membership. To learn more, consider a 30-day Trial AAII Membership to start becoming an effective manager of your own assets.

 

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