Broker Check

Monthly Message-Capital Gains Tax

| September 13, 2021
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In April 2021, Biden's administrations' $1.8 trillion American Families Plan was announced. And in particular, much of the investment world focused on the proposal that long-term capital gains get taxed at the same rate as ordinary income.
For those earning more than one million, that could have big implications-but remember, this is still a proposal. What actually gets enacted may look very different from what it looks like today.
In the informative video below, we review potential changes, impacts and tax strategies.
As always, we thank you for your continued confidence in Hyre Personal Wealth Advisors.
If you have any questions, please let us know!

Any opinions are those of Jim Hyre, CFP; Doug Ramsey, CFP; and Phil Constans; Wealth Advisor; and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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