Broker Check
Quarterly Economic Update

Quarterly Economic Update

| August 06, 2018

In this quarterly issue, I cover the following topics:

1. Mid Year Tax Planning: Tax Changes to Factor In

2. Going Public: An IPO's Market Debut May Not Live Up to the Hype

3. Protect Your Heirs by Naming a Trust as IRA Beneficiary

4. I received a large refund on my tax return this year. Should I adjust my withholding?

5. What is the difference between a tax deduction and a tax credit?

Click the attachment below to read the newsletter!