Biden's Recent Proposal May Be Changing The Way We Closeout 2021

from New Focus on Wealth with Chad Burton · host New Focus on Wealth

The mad rush for year-end gifting and estate planning for the wealthy may all be for not. Biden’s recent proposal eliminated the attack on certain trusts and gifting strategies as well as the proposed increase in capital gains tax. Chad also gives an update on impressive earnings results for Q3, discusses cryptocurrency scams, and gives a quick answer to “How Much Do I Need to Retire?” Tune in now to find out more! Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

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New Focus on Wealth with Chad Burton, CFP®

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Biden's Recent Proposal May Be Changing The Way We Closeout 2021

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This episode is 36 minutes long.

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This episode was published on November 4, 2021.

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