The IRS has released proposed regulations that would shut down some suggested workarounds for the new $10,000 limit on the deductibility of state and local taxes (SALT). The new guidance would close the door on a strategy offered by some states to circumvent the deduction limit by attempting to turn the taxes paid into charitable contributions not subject to the same cap.

Read Full Article: https://www.aurochsfinancial.com/wp-content/uploads/2018/09/IRS-Shuts-Down-State-Tax-Workaround.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

At Aurochs Financial Group, our purpose is to provide the best wealth management possible and to build excellent long term relationships with our clients. We believe that the secret to any successful relationship is to have clear expectations from the beginning. We ask that you read the tenets by which we operate, what you can expect from us, and what we expect from you, as our client.Read More

If you’re a senior, the future may present more of a concern than it once did–you may wonder what you’ll do if your health deteriorates. If you must enter a nursing home, for example, how will you pay for it? Fortunately, you may have several options. One such option is long-term care insurance (LTCI). Government-regulated programs can also help. These include Medicare, Medigap, and Medicaid.Read More

There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement
plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer
retirement plan.

Read Full Article Here: https://www.aurochsfinancial.com/wp-content/uploads/2018/08/Roll-Over-Your-Employer-Retirement-Plan-Assets.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

Watch the video below to learn the importance of an estate plan. The video shows how our team of experienced wealth management professionals can ease the transition with an estate plan that helps you protect your family, now and in the future.Read More

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care, Intermediate care and Custodial care. Read More