Intelligence

Need Tax Experts (CPAs, etc.) for input on New Tax Law and IRAs

We are doing a story on the new tax law and what it means for retirement savings strategies. We’d love to hear from some CPAs, tax attorneys or other tax experts, with first preference to people who are located in the First Tennessee Bank footprint states: TN, TX, MS, FL, NC, SC, VA Questions: This article would focus on the “new rules of tax-smart investment strategies,” especially related to IRAs, under the new tax law that took effect on Jan. 1, 2018. I’d like to do an interview with an in-house expert at First Tennessee to talk about any/all of these possible questions/topics of interest: 1. Big picture – What are some implications of the new tax law for IRA investors? What are some of the biggest changes? What are some possible examples, depending on tax bracket, etc.? 2. Which types of investors should consider a Roth IRA/Roth 401(k) depending on what tax bracket they’re in, etc.? What are some situations where a Roth is a better move for tax purposes? 3. When does it make sense to convert to a Roth IRA from a Traditional IRA? Please reply via email and if needed we can follow up by phone. Requirements: U.S. CPAs, tax attorneys or other tax experts First preference to tax experts in the First Tennessee Bank footprint states: TN, TX, MS, FL, NC, SC, VA.