The media is dissecting the framework for Trump’s tax package. Today I examine its possible effect on companies and our need for simple tax codes




New Focus on Wealth with Chad Burton show

Summary: A Bloomberg article lists companies already paying below the median effective tax rate and I examine how it relates to our push for a simplified tax code. The Nebraska Department of Insurance states identity theft is affecting annuities, the “safe” brokerage accounts. Other topics include: Identity theft protection services Goldman Sachs price war on smart-beta ETF’s Charitable remainder trusts and capital gain exclusions How will retirement change if Trump’s tax plan passes? Roth 5 year rule