Our topic on this episode of the Ready for Retirement podcast is about how Biden’s new tax plan may impact your financial goals.
Biden’s proposed tax plans come with many changes and knowing the right questions to ask ourselves can help us navigate the changes so we can stay on course with our financial plan.
Questions to ask ourselves include: Should I think about realizing capital gains if I am in a higher income bracket? Should I pay more medical expenses now if I know I will be having a major medical expense in upcoming years? Should I front-load charitable expenses? Should I do a Roth conversion?
All of these questions are discussed below with answers to help you stay on track and in control of your financial future.
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