Month: October 2021

Biden Tax Proposal: Retirement Planning Implications

The House Ways and Means Committee’s tax proposal released on September 13 includes many provisions for retirement plans that should be considered for planning purposes. This is the second of three posts outlining the key points of this legislation related to Biden’s $3.5 trillion dollar infrastructure package. In this article, we focus on the retirement […]

Biden Tax Proposal: Individual Income Tax Implications

On September 13, the House Ways and Means Committee released its initial proposal for tax changes under President Biden’s administration.  The tax bill is designed to raise revenue for Biden’s $3.5 trillion dollar infrastructure package, which aims to support human infrastructure components such as national paid leave programs, extended Medicare, education, and climate policy.  Negotiations […]