In an effort to continue to work together alongside our clients and share information, please see the below external resources that we believe have been useful to aid in education planning from a financial perspective.
Please reach out to your Legacy One Financial Advisor to review and discuss options and to layout a plan.
- Tax Foundation –2020 Tax Brackets
- Tax Foundation –As Tax Filing Season Begins, Taxpayers Prepare for 2020 Federal Tax Changes
- Key SECURE Act Provisions and Effective Dates
- These Important Tax Changes in the Secure Act Have Nothing to do with Retirement
- The SECURE Act Fixes The Kiddie Tax Glitch
- Congress Passes Kiddie Tax Fix
- House Votes to Temporarily Repeal Trump SALT Deduction Cap