Tax Hikes on the Horizon – Myth or Reality?

Please join us for our upcoming MoneyLife webinar on possible tax law changes and how they might impact your investments and financial plan.

There has been a lot of noise in the press and on social media about impending income and estate tax changes and how they may devastate your finances. In this honest & informative webinar, our tax specialists will cover what is real and what is hype and what you may need to do to prepare for any possible changes. We will also discuss year-end tax planning strategies for the rest of 2021.

Topics Covered:

• The American Families Plan – changes proposed by President Biden
• Possible changes to the capital gains rate and stepped up cost basis
• Possible changes to the estate tax
• The Secure Act 2.0 – new changes pending in Congress
• Changes to the required beginning date for retirement plans
• Planning opportunities from the American Rescue Plan of 2021 and the CARES Act of 2020
• Tax strategies to maximize retirement