Tax Changes for 2016

January 2, 2016

Chris and Peter discuss some of the tax changes and extensions for 2016 including the Protecting Americans From Tax Hikes Act of 2015, tax-free distributions from IRAs for charitable donations, SIMPLE IRA rollovers and a few others. They also discuss some estate planning concerns from listeners including things to consider if your original estate plan was drawn up in another state, transferring real estate property to children before you pass and how to update an estate plan for a married couple when one spouse is showing signs of dementia.

Podcast: Play in new window | Download (Duration: 1:42:53 — 47.1MB)

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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.