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July 02, 2021

Securing Your Wealth for Retirement | Your Wealth Health

13 minutes

Many have concerns about current economic conditions and the tax plan under consideration in Washington. While there will surely be changes as elected officials continue to negotiate, it’s wise to examine the potential effects of the proposals and determine what actions you can take right now to secure your wealth for retirement.

In this episode of Your Wealth Health, we discuss our current thoughts on the economy and potential tax changes on the horizon.

» Find more episodes at YourWealthHealth.com and on our YouTube channel!

𝙄𝙣 𝙩𝙝𝙞𝙨 𝙚𝙥𝙞𝙨𝙤𝙙𝙚:

What is the status of the current administration's plans for extending the life of Social Security?

Who will be most affected by an increase in Social Security taxes under the current administration?

Will the tax proposal affect “stepped-up in basis”, which reduces the tax bill for many beneficiaries?

The SECURE Act of 2019 included a 10-year rule, and many people are still not clear on what that rule means or if they should be concerned about it. How might this change impact IRA inheritances?

...more

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