NAIFA Take 3 Video: Rothification and Tax Reform

Dear friends and colleagues,

In NAIFA’s newest Take3 video, we talk about NAIFA’s advocacy impact and its importance in the ongoing tax reform debate in Washington.

As you know, congressional tax writers and the Trump administration are looking to rewrite the tax code and reduce tax rates for businesses and individuals. To do so, they need to cut expenses and find additional sources of revenue. A number of current tax provisions important to our industry and the American public we serve could be at risk. Specifically, the tax treatment of retirement plan contributions is garnering much attention, and key members of Congress have said that reducing the limit on pre-tax retirement contributions remains a potential strategy.

NAIFA is committed to working with Congress and the administration to ensure that tax laws encourage Americans to prepare for retirement. As the industry’s most influential voice on Capitol Hill and leading advocate for advisors, NAIFA has been on the front lines of the tax reform issue from the very beginning.

I invite you to watch our latest Take 3 video to learn how NAIFA’s advocacy works to protect advisors and their retirement-planning clients.

Best regards, 

Kevin Mayeux, CAE
  • Posted October 27, 2017 IN

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