Preparing for the Sunset of the TCJA Tax Relief
Change is inevitable. When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan.
One change that is looming is the expiration of provisions that were passed under the Tax Cuts and Jobs Act of 2017 (TCJA). Many of the provisions for individuals, including the higher estate tax exemption and the lower individual income tax brackets, were temporary and will expire (“sunset”) December 31, 2025 without further congressional action.
My guests today are two members of the MassMutual team. Lina Storm is the advanced sales & sales enablement marketing director dedicated to MassMutual’s Strategic Distribution team. Kathryn Wakefield is director of advanced sales at MassMutual.
Retirement Supplement Case Study – Meet Jim
MassMutual’s Whole Life 12 Pay may be a good fit for your high income earners looking to protect and accumulate income for retirement. Learn how the Whole Life 12 Pay may help Jim be better prepared to do just that.