The Tax Cut and Jobs Act (TCJA) is set to sunset at the end of this year, ending 8 years of favorable tax rates for most individuals. While each person’s plan is unique to them, we will explore the foundations of annual tax planning that everyone can potentially utilize to lower their tax burden in 2025 and beyond.

Join Wealth Advisor Jared Kenney, ChFC® as we take a high-level look at how tax planning can impact your lifestyle and retirement goals.