I desired to begin by the talking about specific 2021 subject areas one to we’re going to become tape on the Technology away from Financial Versatility podcast
Into the improvement in administrations, 2021 intends to promote the newest challenges and possibilities to the fresh new house thought stadium. Just how do families, especially those contributed from the ladies, perform their money effortlessly into the future amidst unanticipated change?
Susan Travis, a Mercer Advisors Customer Coach and you may Local Director, matches machine Doug Fabian to go over both recognized and you can unfamiliar change so you can money administration when you look at the 2021 and you will beyond.
- The effects out-of federal COVID rescue spending on tax laws
- The exigencies house planning metropolises into the female
- Just what Secure Operate from 2019 way for parents dealing with its wealth
- Changes in order to low-spouse passed down IRA dates
- Just how 529 arrangements and you may HSAs will be leveraged to improve their taxation problem
Presenter: Today, 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.
Among the many something that is taking place, and the ones people who had been longtime audience towards the Technology away from Monetary Independence be aware that, because election, we have seen a revival in the worthy of spending, a revival inside the worthy of spending. And i also wanted Wear ahead when you look at the and describe what’s well worth, how do you score value exposure on your own portfolio, exactly why is it important. At the Mercer Advisors, we love in order to tilt our profiles to your worthy of. And i also thought it’s going to be a fascinating topic for people in order to speak about.
Next, I want to talk about interest rates. Wow, we were during the very cheap interest rates, short-name interest rates, still most low financial cost, close number downs. Exactly what usually the near future control regards to interest levels? And if your talk about interest levels, you have got to as well as discuss rising prices. Very, we shall tackle you to definitely subject. In addition need certainly to always speak in all respects out of private fund with our audience. And that will bring me to the current subject, income tax and property tips.
Now, the rules regarding the currency online game are continuously modifying, however, often you will want to even acceptance alter. Now, i want to lay so it upwards to you. We’d an extremely contentious election, no feel in going more you to definitely. We have a separate government. We have had proceeded monetary support, of the national, to our discount from the pandemic, today on almost $5 trillion, hence translates over the long term, inside our viewpoint, to better fees. Today, we’d zero change towards the taxation code, due to the fact the fresh new administration got over, but we should enjoy one to rates of interest regarding the years ahead was some other. Which can be exactly what we’ll mention now.