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Retirement, Taxes, and Planning Opportunities under President Joe Biden

RETIREMENT, TAXES, AND PLANNING OPPORTUNITIES UNDER PRESIDENT JOE BIDEN

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 6, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

With Joe Biden as the 46th President of the United States, the American public may soon see a new direction in retirement savings. Now more than ever, it is essential to start planning for these potential changes.

The proposed changes include improved tax benefits for defined contribution plans and increasing Social Security payroll tax for individuals earning more than $400,000. In this webinar, attendees will learn what those proposals look like and how they’ll affect your clients in 2021 and beyond.

Learning Objectives:


  • Identify new proposals to the current system

  • Recognize planning opportunities for 2021 and beyond

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

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Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

About Our Presenter

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At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.