(DALLAS-FT. WORTH, TEXAS — DFW Retirement Planners News) Tax reform is here and taxes will be changing in a big way for 2018. This week on DFW Retirement Radio, we’ll talk about the impact of tax law changes on retirees. Joining us for the discussion will be Ft. Worth CPA Bill Robinson. In addition to detailing tax reform’s general impact for all taxpayers, Robinson will talk about tax reform’s effect on investment income, Social Security and required minimum distributions.
Robinson, a regular guest on DFW Retirement Radio, is part of the Strategic Partner team at DFW Retirement Planners. Britni Levensailor, VP and Senior Planner and host of DFW Retirement Radio, commented on the team. She said, “Through the years we’ve been serving North Texas, we’ve worked hard to assemble a group of strategic partners that can help our clients with all aspects of their life in retirement. And when it comes to tax preparation, Bill Robinson has been an important part of this team.”
Levensailor says many people are surprised to learn that taxes will be their #1 expense in retirement. She added, “Most people just don’t realize how much taxes take out of their pockets every year. And during the retirement years, when a person is no longer earning a regular paycheck, taxes can be a real drag to a lifestyle. At DFW Retirement Planners, we’re always looking for ways for our clients to maximize their tax savings. In addition to Bill Robinson, we work with a group of tax attorneys that can help our clients who are business owners realize significant tax savings.”
DFW Retirement Planners offer a complimentary initial consultation in their Dallas or Ft. Worth offices. For more information, click here or call 888-774-4492 (888-7-PIGGY-BANK). DFW Retirement Radio is broadcast Saturdays from 2-3 PM on 820 WBAP Radio. To listen live, click here.