Buckingham’s Take: Fiscal and Tax Policy Possibilities in the Biden Era

We’ve turned the page on another chapter in American history. Joe Biden has been sworn in as the 46th President of the United States, and the House and Senate majority are held by Democrats.

That balance of power sets the stage for potential changes to fiscal and tax policy in the coming years, and we’re paying attention to what that might mean for your financial plans now, and in the future. Although it’s impossible to predict exact outcomes, we know you probably have early questions on what planning possibilities may arise during Biden’s term, and what they mean for you.

We reconvened Buckingham’s Chief Client Officer David Levin for a live Q&A with our Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® and our Director of Advanced Planning Jeffrey Levine, CPA/PFS, CFP®. The conversation touched on the economic environment, what we’re looking out for, and answered questions submitted from participants.

You can watch a replay of that webcast here.

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2021Buckingham Strategic Wealth®

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Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

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