I desired to begin with by these are particular 2021 topics that we shall getting tape with the Technology from Financial Freedom podcast
Summary
For the change in administrations, 2021 promises to provide the fresh demands and you can opportunities to the fresh new property planning arena. Just how do parents, especially those provided because of the females, carry out its wide range efficiently for the future amidst unexpected change?
Susan Travis, a Mercer Advisers Consumer Mentor and you may Local Director, satisfies machine Doug Fabian to talk about both recognized and unfamiliar alter so you’re able to riches management in the 2021 and you may beyond.
- The effects regarding federal COVID recovery paying for income tax rules
- This exigencies property believe towns and cities to your females
- Precisely what the Secure Work off 2019 way for parents handling its wide range
- Change so you’re able to non-companion passed on IRA dates
- How 529 plans and HSAs can be leveraged to evolve your tax state
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. and is not involved with investment services.
Doug Fabian: Welcome to the Science of Economic Freedom. I’m your host, Doug Fabian. This podcast is all about helping you achieve your financial dreams. We call that economic freedom. This program is about your journey to achieve economic freedom for yourself and your loved ones. Today, we want to help you identify your next step. There’s a lot going on in the world, a lot going on in the financial markets, and so I’m absolutely going to have Don Calcagni, Chief Investment Officer for Mercer Advisors, join us again, to talk markets, and to talk specifically about factor investing.
One of many things that is happening, and the ones people who were long time audience to the Technology out of Monetary Liberty know that, because election, we have seen a revival when you look at the value expenses, a resurgence inside the really worth using. And i require Don payday loans Artesia ahead inside the and you may determine what exactly is worth, how will you get value exposure on your profile, just why is it very important. From the Mercer Advisers, we love so you can tilt all of our profiles towards really worth. And i also think it would be a fascinating subject for people so you can talk about.
Second, I want to discuss rates. Impress, we were from the very low rates, short-identity rates, still most reasonable mortgage cost, near checklist lows. Exactly what usually tomorrow control terms of interest levels? While your talk about rates, you have to in addition to talk about inflation. Thus, we shall deal with one to topic. I also need to still cam in all respects out of private financing with your audience. Hence will bring us to today’s subject, tax and estate procedures.
Today, the rules of currency game are continually changing, however, often you ought to also anticipate changes. Now, i want to place which upwards to you personally. We’d an incredibly controversial election, no experience in going more than one to. We have another government. I have got went on economic assistance, by federal government, to our savings because of the pandemic, today within almost $5 trillion, and this translates along the long-term, in our view, to better taxation. Now, we’d zero alter to your income tax password, just like the the brand new management grabbed more, but we need to invited one to interest levels about age to come will be some other. And that is what we’re going to speak about today.