Will President Biden’s Capital Gains Tax Increase Mean You Should Head For The Exit?

"As a new administration shifts into high gear, many people think about how Biden's tax reform proposals will affect them. People nearing retirement age and attempting to play "catch-up" with their savings are especially concerned about imminent tax increases' impact on their retirement planning."- Jerry Yu. For as long as taxes have been around, they [...]

By |2021-04-15T16:36:55+00:00April 13th, 2021|Retirement Planning, Taxes|

Municipal Bonds: Basic Information You Need

Are Municipal Bonds Really Income Tax Free? Overview Of Municipal Bonds Municipal bonds (also known as “munis”) are attractive to many investors because the interest income is exempt from federal income tax and in many cases, state and local taxes as well. Also, munis often represent investments in state and local government projects that have [...]

By |2020-04-17T23:09:42+00:00January 16th, 2019|Bonds|