Investors may want to consider certain strategies to hedge against the risk of higher taxes, including using a Roth IRA conversion.
In addition to broad relief measures, the latest pandemic relief bill includes several tax changes that could impact planning.
Wealth management professionals offer a tax outlook and discuss tax smart strategies under the Biden era.
Individuals who withdrew retirement funds under the CARES Act have options for filing and paying taxes.
In 2021, investors continue to face change, with the impact of the first 100 days of the Biden administration and the potential for a shifting tax landscape.