Insights

Tax Policy Changes and What They Mean for Portfolios


Join us for a candid conversation on the latest state of tax policy proposals with "Wall Street’s Tax Expert" Andrew Friedman, Founder and Principal, The Washington Update, and Sue Thompson, Head of SPDR Americas Distribution, State Street Global Advisors.

In a webinar recorded on November 16, 2021, Andy and Sue discuss the tax proposals under consideration to fund Biden’s Build Back Better bill, the likelihood of passage and the impact of these initiatives on tax planning and investing. They also address other important matters before Congress, including:

  • Legislation to raise the debt ceiling
  • A bipartisan bill to expand retirement saving opportunities called SECURE 2.0
  • Limitations on the use of IRAs for large accounts and eliminating “backdoor” Roth IRAs
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