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Nine Planning Opportunities Post-Tax Reform
Will you know how to best incorporate these new provisions into your current planning?
With the sweeping tax reform legislation come new opportunities and challenges for your financial planning. It’s important to understand key provisions and review the opportunities and challenges they present.
- Plan reviews recommended—The new tax regime may affect your existing plans. We believe it is worthwhile to review your existing arrangements to determine if they continue to align to your goals.
- Weigh gifting—The increase in the gift tax exemption may create a window to pass on wealth to heirs, forgive loans, and gift shares of the family business.
- Consider Roths—Lower tax rates might make now a good time to convert traditional retirement plans to Roth plans and take advantage of Roth 401(k) plans.
- Think about 529 plans: Both public and private K-12 education costs can now be planned for in a tax-advantaged manner.
- Remember, the personal tax legislation has an expiration date.
The new tax legislation has opened up a number of opportunities but may also have some unintended consequences. Now is a good time to review your plans with your advisors.
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The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
“PNC Center for Financial Insight” is a service mark of The PNC Financial Services Group, Inc.
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