Podcast 13 — Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act
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Keil Financial Partners believes in focusing on what’s in your control. One thing that you have more control over than you may realize is your taxes.
With many new changes coming into the tax planning world, Jeremy Keil is here to simplify some of the latest tax laws and how they could affect your planning. Jeremy breaks down key points from 2017’s Tax Cuts and Jobs Act, 2019’s SECURE Act, and this year’s CARES Act, highlighting areas you might want to take advantage of and where you might want to be more cautious.
In this episode, you’ll learn:
- Three key considerations for charitable giving
- How the new required minimum distribution age can impact your planning
- Why your recovery rebate is not free money
- What to consider before taking money out of your IRA or 401(k)
- And more!
Tune in now to learn how you can make the most of the latest tax law changes!
Resources: Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Things You Should Know Before Choosing a Financial Advisor
Continue reading Podcast 13 — Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act
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Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
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Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
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For important disclosures visit: https://keilfp.com/disclosures/
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Jeremy Keil, CFP®, CFA®, CKA®, is a financial advisor and owner of Keil Financial Partners. He helps people within five years of retirement make the right decisions around income, taxes, and investments. Jeremy is the author of Retire Today and has been featured in Kiplinger, The Wall Street Journal, and other national publications.
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