What Biden’s Tax Proposals Mean to Your Financial Plan

  • By  Nicholas Economos, CRPS® and Miaciah Manuel, CFP®   Key Points Thinking with a tax mindset: While changes in taxes aren’t a certainty, if they do happen, investors should increasingly consider thinking about their financial plan and portfolios with a tax mindset. Changes in policy should trigger changes in behavior: The recently proposed changes would affect taxpayers differently, or not at all, depending on their income and investments – Let's discuss how this might affect your financial plan. Plan ahead and…

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