Estate Taxes May Be Amended Soon

What to know about the budget reconcilation bill. Provided by Jaimin Garabedian To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. One of the proposals would reduce the estate tax exemption to anywhere between $3.5 and $5 million,…

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Are Capital Gains Taxes Changing?

Reach out if you have any concerns about capital gains taxes. Provided by Jaimin Garabedian There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. One of the proposals Congress is considering sets the top rate for taxing capital gains…

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Proposed Tax Changes in Congress

If passed, the $3.5 trillion Build Back Better Act would alter some federal tax rates. Investors are watching the Build Back Better Act. This $3.5 trillion bill, refined through months-long negotiations, may be approaching a final vote in the House of Representatives. If the BBA becomes law, it would finance large-scale infrastructure projects, authorize a…

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Retirement In Sight October 2021

QUOTE OF THE MONTH “Getting old is like climbing“The great thing about getting older is that you don’t lose all the other ages you’ve been.” a mountain; you get a little out of breath, but the view is much better!” MADELEINE L’ENGLE ROBOCALLS, ROBOTEXTS: PROTECT YOURSELF, AND YOUR MONEY Are you getting more unwanted text…

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Monthly Economic Update October 2021

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The Dow Jones Industrial Average fell 4.29…

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