Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast
Summary
With the change in administrations, 2021 promises to bring new challenges and opportunities to the estate planning arena. How can families, especially those led by women, manage their wealth effectively into the future amidst unexpected changes?
Susan Travis, a Mercer Advisors Client Advisor and Regional Director, joins host Doug Fabian to discuss both the known and unknown changes to wealth management in 2021 and beyond.
Listen as they discuss:
- The effects of federal COVID relief spending on tax law
- The particular exigencies estate planning places on women
- What the SECURE Act of 2019 means for families managing their wealth
- Changes to non-spouse inherited IRA schedules
- How 529 plans and HSAs can be leveraged to improve your tax situation
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