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Don't Forget To Open Your Tax Gift Under The Christmas Tree

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It’s the most wonderful (and expensive) time of the year… but hosts Greg Elie and Patti Jaynes are here to remind you that one of the biggest gifts you’ll get this Christmas isn’t wrapped in shiny paper — it’s the still-in-effect Trump Tax Cuts (the Tax Cuts and Jobs Act of 2017) that are keeping millions of Americans in historically low tax brackets. In this warm, laughter-filled Christmas special, the duo explains why today’s tax rates are some of the lowest in decades and why waiting until 2026 could mean paying thousands more.

In this festive (and tax-smart) episode of My Money Is Safe with Greg Elie, you’ll hear:

  • How to “unwrap” the gift with smart Roth conversion strategies done in steps (not all at once!) so you stay in the 12% or 22% bracket
  • Why 2025 could be your last great chance before provisions sunset in 2026
  • Plus, Greg singing with Josh Groban & Bing Crosby, wild volcano stories, and Patti’s touching story of taking her beloved mother to see the Polar Express movie and ride the real Polar Express train in North Carolina – one of her final, cherished adventures with her mom

Call the Prosperity Group today at 1-800-808-5514 or go to mymoneyissafe.com for your no-cost tax strategy session.

Merry Christmas and Happy New Year from the Prosperity Group — may your holidays be bright and your taxes stay low!

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My Money Is Safe

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insur 
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