Published on: 09/27/2021 • 1 min read
Tom Dickson Interview with Scott Bishop Estate Planning Changes Part 3
Scott Bishop, MBA, CPA/PFS, CFP has been tracking potential tax law legislation that may impact your portfolio and your financial plan. After writing several tax policy related articles, most recently his Tax Update – August 21 – Democrat Reconciliation and Human Infrastructure Deal, Scott was interviewed for a series of videos on tax planning. Please check out this one on Timely Ideas for a Back-Door Roth IRA Conversion.
Please read important disclosures here
Get Avidian's free market report in your inbox
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*