Learn Why Multi-year Tax Planning is Critical to your Retirement and Estate Plans

After growing up in Michigan and Indiana, Larry received his education at two of the finest universities in the United States. These two universities also happen to have the most wins in the history of college football. Larry received a BBA degree Cum Laude in 1970 from the University of Notre Dame with a major in Accounting and an MBA degree from the University of Michigan in 1973 with a double major in International Business and Finance.

Prior to founding Kuhl Financial Services in 1992 and Kuhl Investments Inc. in 1997, Larry worked in various capacities in the financial services industry. He worked initially in commercial lending and later in bank management where he was a Vice President and later President of 3 different subsidiary banks of Comerica Bank, Irving Trust Company and Bank of New York. In 1992 Larry and his family moved to Lake Bluff, IL where he founded Kuhl Financial Services, a fee only comprehensive personal financial planning company. In 1997 Larry founded Kuhl Investments Inc., a registered investment advisor.

Larry will share his knowledge and discuss "Why Multi-year Tax Planning is Critical to your Retirement and Estate Plans"

Some of topics to be covered include:

• Lower rates and lower deductions in 2018
• Sec 199A - New Small Business Deduction
• RMDs - Required Minimum Distributions
• QCDs - Qualified Charitable Distributions
• ROTH IRA Conversion Strategy
• Medicare cost impact

Host: Larry KuhlL