The Biden Tax Plan Explained

Marc To Markets

The Biden administration has proposed sweeping legislation, which would create major changes to the tax code and impact current capital gains, corporate, and estate tax treatment. I'm joined by Bernstein's Director of Wealth Strategies Research Tara Thompson Popernik to make sense of the proposed changes. We discuss how to manage your portfolio in this environment, when the policy would go into effect, the likelihood that it passes, how business owners and investors with large unrealized gains should evaluate the impact, and strategies to keep more money in your pocket.
With any questions or comments, or to discuss your own financial situation, I can be reached at [e-mail] or 212-969-6655.

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