Navigating Financial Planning Before 2024 Elections and Tax Policy Changes

Reported about 1 month ago

As the 2024 presidential election approaches, financial expert Michele Martin emphasizes the importance of adhering to investment plans rather than letting political changes dictate strategies. She advises investors to assess their stock allocations, particularly those nearing retirement, to minimize risk. Additionally, with the impending expiration of the Tax Cuts and Jobs Act in 2025, she recommends consulting with an estate planning attorney to prepare for upcoming changes in estate tax exemptions.

Source: YAHOO

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