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Tax Cuts and Jobs Act of 2017

Tax Planning from Sheryl Rowling, CPA, PFS

June 26, 2018 By Jon Luskin 3 Comments

Sheryl Rowling is a practicing financial advisor, tax ninja, and creator of Total Rebalance Expert (TRX). She gave a summary of the new tax changes at a recent quarterly meeting of the San Diego Financial Planning Association. Here are a few takeaways from her talk. Bunching Deductions in Alternating Years Bunching deductions is certainly not […]

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Hourly Advice for Do-It-Yourself Investors. '@Bogleheads® Live' host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxem3Cr

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
38m

Who's got a silly analogy about #investing in municipal #bonds?

This guy!

While you could dine at an all-you-can-eat steakhouse, you may not neccesairly want to.

(1/3)

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jonluskin Jon Luskin, CFP® @jonluskin ·
7h

Secure Act 2.0 thoughts:

With employer Roth contributions now avaiable, will more custodians make Roth individual 401(k)s available as part of their protoype (pre-approved) plans?

Right now, only Vanguard offers Roth individual 401(k)s. (Correct me if I'm wrong.)

#taxes #401k

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jonluskin Jon Luskin, CFP® @jonluskin ·
3 Feb

All else being equal, owning a big, expensive home can make (early) #retirement more difficult.

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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