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You are here: Home / Dallas Fort Worth Retirement Planners / Tax Reform Impact on North Texas Retirees

Jan 29, 2018

Tax Reform Impact on North Texas Retirees

(DALLAS-FT. WORTH – DFW RETIREMENT PLANNERS NEWS)    Everyone’s talking about tax reform but few really know how it’s going to impact their personal bottom line.  This Saturday on DFW Retirement Radio, we’ll peel back the onion on tax reform and the impact that it will have on retirees.

Britni-Levensailor-DFW-Retirement-Planners
Britni Levensailor – DFW Retirement Planners

Bill Robinson, Ft. Worth CPA, will be our guest for this discussion which will include details on how tax reform will impact investments, required minimum distributions and estate planning.   Britni Levensailor, Senior Planner at DFW Retirement Planners and host of DFW Retirement Radio, says Robinson is part of a team of strategic partners that make the firm different from others.  She said, “We really strive to be the one phone number that our clients need for everything and anything pertaining to life in retirement.   Bill Robinson is great to have as a strategic partner and as our clients need help with taxes he’s a very valuable resource.”

DFW Retirement Radio is heard Saturdays from 2-3 PM on 820 WBAP Radio.  DFW Retirement Planners offer a complimentary consultation in our Dallas or Ft. Worth offices.  For more information, call 888-774-4492 (888-7-PIGGY-BANK) or go to www.dfwret.com

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement, DFW Retirement Planners, DFW Retirement Planners Charity Outreach, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews, Fort Worth - Dallas Financial Advisors Tags: 888-7-PIGGY BANK, Dallas Retirement Planner, Dallas-Fort Worth Baby Boomer Retirement Planning, DFW Retirement Radio, Financial Talk Radio, Ft. Worth Financial Advisor, Tax Reform, WBAP

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Fort Worth Location
6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

Dallas Location
17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

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DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

DFW Retirement Planners – Giving Back to North Texas

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important to the team at DFW Retirement Planners.  Senior Planner Britni Levensailor said recently, "A big part of our year is working with non-profits who are Read More

Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
Dallas Location: 17300 Dallas Parkway Suite 3190, Dallas TX 75248

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