Video: Tax rates may rise in the future

Bill Cass, CFP®, CPWA®

Bill Cass, CFP®, CPWA®, 10/07/20

With the current economic pressures, uncertainty around the trajectory of the pandemic, and the upcoming elections, some investors may be focusing on the tax landscape and the potential for higher tax rates. In this video, I discuss why tax rates may increase in the future for some investors and how planning ahead is important.

Some considerations for investors today might include:

• Pandemic spending • Taxes may increase for some • Consider Roth IRA

Watch the video.