Client Vault

Fiscal and Tax Policy Possibilities in the Biden Era

New year, new administration, new fiscal and tax policy possibilities. We hosted a webcast with David Levin, Kevin Grogan, CFA, CFP® and Jeffrey Levine to discuss what we see in the current economic environment, what may be coming down the road and what it may mean for your clients’ financial plan. Watch the replay now!

We’ve turned the page on another chapter in American history. Joe Biden has been sworn in as the 46th President of the United States, and the House and Senate majority are held by Democrats.

That balance of power sets the stage for potential changes to fiscal and tax policy in the coming years, and we’re paying attention to what that might mean for your financial plans now, and in the future. Although it’s impossible to predict exact outcomes, we know you probably have early questions on what planning possibilities may arise during Biden’s term, and what they mean for you and your clients.

We reconvened Buckingham’s Chief Client Officer David Levin for a live Q&A with Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® and Director of Advanced Planning Jeffrey Levine, CPA/PFS, CFP®. The conversation touched on the economic environment, what we’re looking out for, and answered questions submitted from participants.

You can watch a replay of that webcast here.

The information presented here is for educational purposes only and should not be construed as specific investment, accounting, legal or tax advice. Certain information herein is based upon third-party information and may become outdated or otherwise superseded at any time without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. The example showing John’s 401(k) contributions is hypothetical; individuals should speak with a qualified professional before making changings to their contributions and portfolios. The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Wealth Partners, collectively Buckingham Strategic Wealth® and Buckingham Strategic Partners®

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