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Wealth Managers And Their Clients Wait Nervously For The Tax Hikes That Will Finance Democrats’ $3.5 Trillion Spending Plan

With the recent Senate passage of a $1.2 billion bipartisan infrastructure deal, Congress is shifting its attention to a massive $3.5 billion budget deal set to be passed through reconciliation and reportedly featuring various tax hikes as pay fors.

More from Wealth Management
Sep 28, 2021

9 Tips And Traps Of Roth IRAs

Roth IRAs aren’t innately complex but they offer significant tax benefits, so there are limitations to how and when they can be used. Let’s walk through the basics, the nuances and the potential changes that may be in forthcoming legislation.
Sep 28, 2021

How Strong Is Your Financial Foundation?

While you don’t want to spend all of your time worrying about things that could possibly happen in the future—it is important to evaluate the strength of your root system from time to time.