Broker Check
Video: Potential Tax Law Changes in 2021

Video: Potential Tax Law Changes in 2021

| May 07, 2021
Share |

In this video we review some of the potential tax changes coming this year. They will affect most people, though those with incomes above $400,000 and $1,000,000 seem like they will be most affected. 

If you have $500,000 or more in investable assets, contact us today to find out how we can help you achieve a successful financial future in retirement.

We charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better.

Many of our clients are looking for their assets to last throughout their retirement years, while generating income. Therefore we take a longer-term view.

ProEquities, Inc. and Pendleton Financial do not provide tax or legal advice. Please consult with your CPA and Attorney.


Share |