(MAY 15, 2020)
James Landry, Chief Investment Officer and Director of Planning, sat down to provide a financial planning update due to recent legislative activity.
(02:45) What is included in the proposed HEROES Act? (06:00) What is not included in the bill? (07:47) So, what should I, as a taxpayer, do? (10:38) What does all of this mean for my IRA?
(11:51) What might these tax changes mean for the future?