Episode 61: Ways and Means Tax Changes


We are taking a break in talking about life insurance to discuss the latest tax changes. The Ways and Means committee of our government have met and proposed some new tax plans. Scott and Angela break down what those plans mean to your retirement.

Three takeaways:
• Plan, Plan, Plan
• Report
• Changes

Local DFW Retirement Advice

Schedule A Complimentary Consultation

If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!

Complimentary Opportunities:
(Check all that apply)

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.