On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the second phase of President Joe Biden's Build Back Better agenda: The American Jobs plan. They analyze how the project affects your investment portfolio, impacts on long-term capital gains, and propose tax strategies to lower your taxable income.
[06:50] The Build Back Better Agenda
[13:35] Analyzing the American Jobs Plan
[15:10] Individual Income tax and Estate Taxes
[24:49] How to Lower your Taxable Income
[27:05] Impacts on Long-term Capital Gains and Qualified Dividends
[31:54] The 10:31 Exchange in Real Estate
[37:10] Explaining the Step-Up Basis on Inherited Assets
[44:50] The Corporate Tax Rate Proposal
[51:30] The Winners and Losers of the American Jobs Plan
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
