A Tax Increase May Be Coming: How Your Retirement Account Can Help

In this segment, John Bowens discusses the proposed changes that may be made to long-term capital gains tax rates under President Biden’s American Families Plan.

John explains how this can impact investors, how this can impact their returns, and how individuals are potentially hedging against future taxation by utilizing a self-directed IRA, Roth IRA, Solo 401(k), or other tax-advantaged investment account.

John walks through:
1. The proposed changes to the tax policy and how it compares to the current tax policy with a private stock investment example
2. How a Roth IRA can be a powerful investment tool

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

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