T-Minus Retirement Episode 19: Diving Into Potential Tax Changes
Автор: Team Wealth & Tax Advisors
Загружено: 2025-06-06
Просмотров: 36
With a new tax bill in the horizon, we thought it would be best to discuss the potential changes that may arrive in the coming year. With the House of Representatives passing the bill and sending it to the Senate, we may see these changes come to light. These potential changes also may not be in whatever final bill does get passed, so please keep that in mind.
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T-Minus Retirement is an educational resource designed for the general public to learn about investing, generally and is limited to the dissemination of general information. T-Minus Retirement is not a registered investment adviser, however, several of the presenters shown in our videos may be investment advisory representatives of Team Wealth & Tax Advisors, an SEC registered investment advisor firm, but who are not providing specific advice regarding financial planning and/or advisory services. Moreover, no one should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from a registered investment advisor, or from any other investment, tax, or financial professional.
It’s important to understand that all investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax or financial advisor professional before implementing any investment strategy. The information and/or analysis presented have been compiled or arrived at from sources believed to be reliable, however we do not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
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