The latest Research out of Financial Liberty Podcast Occurrence 58

I wanted to begin of the these are specific 2021 information one we’ll become tape with the Science off Monetary Freedom podcast


For the change in administrations, 2021 promises to give new demands and you can opportunities to new home believe arena. Just how can group, specifically those contributed of the ladies, would their money efficiently into the future amidst unanticipated alter?

Susan Travis, a great Mercer Advisers Buyer Advisor and you will Regional Manager, joins machine Doug Fabian to talk about both the recognized and you may not familiar transform to money administration in 2021 and beyond.

  • The results off federal COVID save spending on taxation laws
  • The specific exigencies property believe towns toward female
  • Exactly what the Safe Work away from 2019 method for families handling the wealth
  • Changes in order to low-companion passed on IRA dates
  • How 529 agreements and you can HSAs will likely be leveraged to change your own income tax situation

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 payday loans online Massachusetts 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 one thing that’s happening, and the ones of you have been long time audience towards Research away from Economic Versatility be aware that, given that election, we have seen a resurgence within the value expenses, a revival during the well worth spending. And i also want Don ahead in the and establish what exactly is worthy of, how do you get worth visibility on your collection, just why is it very important. On Mercer Advisers, we love so you’re able to tip the profiles on the worth. And that i believe it will likely be an appealing subject for people to help you mention.

Next, I do want to mention rates. Inspire, we had been during the low interest levels, short-identity rates of interest, nonetheless very lower home loan costs, near checklist downs. But what often tomorrow control regards to interest levels? While you talk about interest rates, you have got to including explore rising cost of living. So, we’ll handle you to topic. I also want to continue to chat in all respects regarding personal money with the help of our listeners. And therefore will bring me to today’s subject, taxation and you will home measures.

Today, the guidelines with the money online game are continually altering, but possibly you should even welcome transform. Now, allow me to place so it right up to you. We had a highly controversial election, no sense in going more than you to. I possess another administration. We have had proceeded financial service, because of the government, to your discount by the pandemic, today within almost $5 trillion, hence equates along the overall, inside our opinion, to higher fees. Now, we had zero change on the income tax code, as the fresh administration took over, but we should greet that rates from the decades in the future would be some other. And is what we shall speak about now.