Every year, tax law changes are proposed as part of the President's budget, and while they may or may not make it into Congress' official budget, financial planners still like to make their clients aware of the potential need to adjust their own budgets accordingly. This year, some of the proposals involve retirement plans.
Mike Switzer interviews Rusty Cagle, a certified financial planner and president of ASE Wealth Advisors in Greenville. He has co-authored the book, “Plan of Action”- Strategies to Help You Build and Preserve Wealth.