I wanted to start by these are some 2021 topics that we will be tape towards the Science away from Monetary Liberty podcast
Realization
Towards change in administrations, 2021 promises to promote the brand new demands and you can chances to this new property believe arena. How can group, specifically those contributed by the women, do its riches effortlessly into the future amidst unforeseen transform?
Susan Travis, a Mercer Advisers Customer Advisor and you will Local Manager, satisfies server Doug Fabian to discuss both the understood and you may not familiar transform to help you wide range administration for the 2021 and you can beyond.
- The consequences away from government COVID relief spending on tax laws
- The exigencies property planning urban centers to your ladies
- Just what Secure Operate out of 2019 method for family members controlling their riches
- Transform to non-companion passed down IRA times
- Exactly how 529 preparations and you may HSAs will likely be leveraged to alter the income tax situation
Presenter: Today, Massachusetts online title loans on the Science of Economic Freedom podcast, we talk about wealth and tax strategies under the new administration, with Sr. Wealth Advisor Susan Travis.
Narrator: The Science of Economic Freedom is intended as an investor education resource. Views and opinions expressed on this program should not be construed as a recommendation to buy, sell, or hold any specific security. Consult your investment advisor and read any investment prospectus carefully before making any changes to your investment portfolio. This program is sponsored by Mercer Advisors, Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission who delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
Doug Fabian: Welcome to the Science of Economic Freedom. I’m your host, Doug Fabian. This podcast is all about helping you achieve your financial dreams. We call that economic freedom. This program is about your journey to achieve economic freedom for yourself and your loved ones. Today, we want to help you identify your next step. There’s a lot going on in the world, a lot going on in the financial markets, and so I’m absolutely going to have Don Calcagni, Chief Investment Officer for Mercer Advisors, join us again, to talk markets, and to talk specifically about factor investing.
One of several anything that is happening, and people people who have been longtime audience into the Technology away from Monetary Independence know that, just like the election, we have seen a revival for the value expenses, a resurgence in really worth spending. And i require Wear ahead inside and you can identify what is actually worth, how can you rating worthy of visibility on your own profile, just why is it very important. At Mercer Advisors, we like so you’re able to tip the profiles on worthy of. And i thought it will likely be an appealing topic for us in order to speak about.
2nd, I want to explore interest levels. Wow, we were within very low rates, short-title rates of interest, nevertheless really lowest mortgage rates, near checklist lows. Exactly what often the long term hold in terms of interest rates? Incase your mention rates of interest, you have got to along with discuss inflation. So, we will tackle that subject. I also want to still speak in all respects away from individual loans with the audience. Hence provides me to the current topic, tax and you will house methods.
Today, the rules in the currency game are constantly switching, but either you ought to even greeting changes. Today, let me place it up for your requirements. We had a highly controversial election, no sense in going more you to definitely. I possess a new government. You will find had continued financial support, by the government, to our savings by the pandemic, today from the nearly $5 trillion, which equates along the long term, inside our opinion, to raised taxation. Now, we’d zero change to your tax password, since the brand new management grabbed more, but you want to anticipate you to definitely interest levels about many years to come would be more. That is exactly what we’ll talk about now.