Soul Money Break

Ep. 32: Biden’s Tax Plan and Your Inheritance


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Have you heard about the new tax plan brewing in Washington? This week's stream is going to be about how President Biden's tax plan affects your inheritance. While no legislation has been enacted, a preview of it is now broadly available. Join us for a conversation to gain a better understanding of how the tax plan may affect all investors who inherit assets.

Watch video version:
https://abundantadvisors.com/live-events/bidens-tax-plan-and-your-inheritance

Show notes:
https://www.abundantadvisors.com/podcast/ep-32-bidens-tax-plan-and-your-inheritance

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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Soul Money BreakBy Leo Marte