Tax changes this year are neither certain nor necessarily permanent even if they are passed into law. Even as potential changes in taxes loom, investors would do well to stick to their long term goals yet focus on the value from tax efficient strategies. But regardless of the outcome, the recent proposal is a reminder that it’s increasingly important to speak to a financial professional to help view your wealth through a tax lens.
Our friends at Blackrock wrote this great piece explaining some key points, proposed tax changes, and implications for investors.
