4 New Tax Proposals That Could Shake Your Retirement Plan

Several of the suggested proposals in Biden’s tax plan could significantly affect retirees and how those nearing retirement build efficient retirement income plans.

So, what you can do to help mitigate the situation should these proposals become law?

In this episode of After the Paycheck, Sam and Adam discuss:

• Four major tax changes/proposals being considered by the Biden administration
• How these changes may affect your retirement plan
• What you can do to help mitigate the situation should these proposals become law

Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat.

Let’s take some time to talk about the money obstacles you may be facing.

Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help.