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New research from The Northern Trust Institute sheds light on the potential impact of higher taxes on portfolios and offers tax-efficient strategies for current and expected tax environments. Typically, in the wake of a presidential election, the question is not if there will be tax reform, but when and to what degree. Historically, new administrations, regardless of party affiliation, propose tax policy changes for Congress to enact. President Biden is no exception and his tax plan has caught investors’ attention, especially among high net worth investors. To prepare your portfolio for changes in tax rates, download the full paper to learn our five core principles for tax-efficient investing. |
