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Principal Point of View: Tax Reform

Principal® Point of View analyzes financial news and trends face to face with our internal experts in a monthly roundtable discussion. Panelists highlight issues to help keep advisors up to date.

Take control of the tax-reform conversation, because your clients are full of questions

Tyler DeHaan, discussing Tax Reform with panel

Tax reform (the Tax Cuts and Jobs Act) that took effect at the start of the year delivered a dose of financial juice to many households, despite economic hits they may have since suffered.

As 2018 winds down, taxpayers wonder if and how they might make last-minute adjustments to maximize returns. 

“I think there will be a lot of surprises in the spring,” says Scott Van Wyngarden, a Principal tax consultant who was on this month’s panel.

October 2018 Panel

  • Robin Anderson, senior economist, Principal Global Investors
  • Tyler DeHaan, director, Retirement Solutions
  • Rachel Stanley Nguyen, assistant vice president, government relations
  • Scott Van Wyngarden, retirement income and tax consultant
  • Mark West, assistant vice president, Advanced Solutions
  • Heather Winston, assistant director, client relationship, direct to consumer

This is the time for advisors to be proactive, say our experts.

Follow their full discussion in the Principal Knowledge Center.

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