I payday loans nashville desired to start by the speaking of particular 2021 information you to we shall getting recording towards the Technology from Economic Independence podcast

Summary

For the improvement in administrations, 2021 promises to offer the newest demands and opportunities to the brand new home planning stadium. How can household, especially those led by the lady, do its wealth efficiently of the future amidst unforeseen change?

Susan Travis, an effective Mercer Advisers Client Advisor and you will Regional Manager, touches machine Doug Fabian to talk about the identified and you may unknown alter in order to wealth administration for the 2021 and you can past.

• The results of federal COVID recovery shelling out for taxation legislation
• The exigencies estate thought urban centers for the ladies
• Just what Secure Work out of 2019 opportinity for families managing their wide range
• Alter to help you low-companion passed down IRA schedules
• How 529 agreements and HSAs are leveraged to improve your own tax disease

Presenter: Today, on the Science of Economic Freedom podcast, we talk about wealth and tax strategies under the new administration, with Sr. Wealth Advisor Susan Travis.

Narrator: The Science of Economic Freedom is intended as an investor education resource. Views and opinions expressed on this program should not be construed as a recommendation to buy, sell, or hold any specific security. Consult your investment advisor and read any investment prospectus carefully before making any changes to your investment portfolio. This program is sponsored by Mercer Advisors, Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission who delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. המשך…