Investment Ideas Home Page

Wealth Planning After Tax Reform

download GOP tax wp

The new tax legislation poses some new tax planning considerations for taxpayers—questions financial advisors are no doubt fielding in these last two weeks of 2017.

Advisors, download this analysis of changes that will arise under the GOP’s sweeping tax legislation.

You’ll read about:

  • Accelerating deductions as the legislation introduces new limits on state and local income taxes, property taxes, miscellaneous deductions and mortgage interest.
  • The alternative minimum tax (AMT), for which the new law has implications but the tax has not been repealed as originally proposed.
  • Charitable deductions
  • Timing of income
  • Capital gain and loss harvesting
  • FIFO
  • Kiddie tax
  • Education loans and 529 plans
  • Roth IRA characterization

Advisors, for information about building clients’ portfolios, contact your Calamos Investment Consultant at 888-571-2567 or [email protected].

For more information about federal and state taxes, please consult the Internal Revenue Service and the appropriate state-level departments of revenue, respectively.

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. The opinions and views of third parties do not represent the opinions or views of Calamos Investments LLC. Opinions are subject to change due to changes in the market, economic conditions or changes in the legal and/or regulatory environment and may not necessarily come to pass. This information is provided for informational purposes only and should not be considered tax, legal, or investment advice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.

Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information or call 1-800-582-6959. Read it carefully before investing.


800960 1217

    Email Twitter Icon Facebook Icon LinkedIn Icon

Send a comment

We encourage you to send us your comments. We cannot post your comments or respond directly to them, but will review them for future blog discussions. Click here to send a comment.

 First Name*   Last Name*