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Plan now for Proposed 2014 Tax Law Changes

5 June 2013

The Tax Policy Center predicts that a household with an annual income of $1 million or more will be significantly affected by these proposed tax changes. The main changes that might affect you are The Fair Share Tax or “The Buffet Rule”, a 5 year rule on inherited IRAs, Limited Balance Provision, and Reinstatement Tax Transfer Rules.

The video goes into more detail about each of these topics.

Contact us to plan for these changes and protect your wealth.