With a new administration in the White House, tax policy will certainly be changing.  The Biden administration’s proposal may be the some of the biggest changes to the tax code in decades.  What will this mean for those who’ve successfully saved for retirement?

In this video Chris Heerlein of REAP Financial breaks down potential changes under the new tax proposal.  Learn how changes to capital gains tax rate and “step-up basis” accounting for inherited assets might affect your retirement.

Get your hands on any of REAP Financial’s free reports, by emailing Retire@REAPFinancial.com.

Available reports include:

  • Social Security Decisions
  • 12 Reasons to Go Roth
  • The SECURE ACT Report
  • The New American Stealth Tax

Let us know which report you need, and we’ll mail it out to you.  For more information on how REAP Financial can help you maximize your retirement savings, visit us at  https://austinfinancialplanner.com