The Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005

February 1, 2020

The Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005

The newest member of our tax team, Bob Palechek, is today’s guest speaker–together he with Jim and Chris discuss an update on the Kiddie Tax, as well as other tax questions from listeners.

(17:00) Jim, Chris, and Bob discuss an update on how the SECURE Act affected the Kiddie Tax.

(39:00) A listener would like clarification on what tax rate is affected due to the SECURE Act: just inherited IRA income, or all earned income?

(58:00) Listeners from western New York would like input on which tax strategy to follow: should they put money into a Roth plan, or a tax deferred plan?

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.