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Tax Reform Law Gets Mixed Reviews From Financial Planners

The much-touted overhaul of the nation's tax system has finally all but completed its debut performance, with the vast majority of country having settled up with Uncle Sam by April 15 under the new rules of the road. And the verdict from financial planners on the Tax Cuts and Jobs Act, which went into full effect this year? Well, it's a mixed one. By Scott Van Voorhis via The Street with contribution from Luis F. Rosa, CFP® EA.

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Here's How Many Millennials Get Help From Their Parents To Pay Rent And Other Bills

Many parents of millennials (ages 25 to 34) are financially supporting their adult kids, paying some or all of their monthly expenses, including groceries, cell phone, and even costs related to owning a car. These parents are also paying for bigger ticket items, such as making rent and mortgage payments and paying down student loans. Roughly a quarter of millennials say they receive financial support rom their parents in these areas, with 13% saying their parents pay all of their rent or mortgage. And 10% of millennials say their parents are shouldering the cost of their student loans. By Megan Leonhardt for CNBC Make It with contribution from Luis F. Rosa, CFP® EA.

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5 Ways A Roth IRA Can Ruin Your Retirement

There’s been a lot of talk lately about converting traditional IRAs to Roth IRAs. This talk arises from the 2017 Tax Cuts and Jobs Act. The new tax law, commonly referred to as “Trump’s Tax Cut,” created historically low tax rates. There’s a quirk in the 2017 Tax Act that shouldn’t be overlooked. Those historically low tax rates don’t last forever. Unless Congress passes a new tax law, in 2026 the current low rates will increase automatically to the previous high rates. By Chris Carosa via Forbes with contribution from Luis F. Rosa, CFP® EA

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Financial Advisor Magazine's 10 Young Advisors to Watch 2019!

The financial advice profession has often fallen short when it comes to serving young people, people of diverse backgrounds and low-net-worth households. That’s because one of the longtime draws of financial advice is earning above-average income by offering services to the wealthy. But younger advisors today see more than that—they see opportunities serving those groups who aren’t being served. By Christopher Robbins via Financial Advisor Magazine.

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How to Claim Your Parent as a Dependent on Your Taxes

Older millennials are quickly approaching the sandwich generation phase: taking on greater responsibility for older relatives while also caring for young children. As baby boomers begin to retire, some will need the support of their adult children. In some cases, it may make sense to consider claiming your parent as a dependent on your taxes. By Sophia Bera, CFP® via Gen Y Planning with contribution from Luis F. Rosa, CFP® EA

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