Buckingham’s Take: Fiscal and Tax Policy Possibilities in the Biden Era

That balance of power sets the stage for potential changes to fiscal and tax policy in the coming years, and we’re paying attention to what that might mean for your financial plans now, and in the future. Although it’s impossible to predict exact outcomes, we know you probably have early questions on what planning possibilities may arise during Biden’s term, and what they mean for you.

We reconvened Buckingham’s Chief Client Officer David Levin for a live Q&A with our Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® and our Director of Advanced Planning Jeffrey Levine, CPA/PFS, CFP®. The conversation touched on the economic environment, what we’re looking out for, and answered questions submitted from participants.

You can watch a replay of that webcast here.

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

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