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A New Tax Environment – Are You Prepared?
Gross federal debt has reached a record $12 trillion and the federal deficit has ballooned to more than four times its previous high.* Without making cuts to government services and entitlement programs enjoyed by many Americans, additional sources of revenue are likely needed to service this debt. As a result, income, estate and health care tax policies are changing. And current government leaders have indicated that higher income taxpayers will be asked to shoulder most of the burden. To help you understand your choices, RBC Wealth Management has prepared a new white paper: Preparing for a New Tax Environment — Guidelines to Help High Income Taxpayers Make Well-Informed Decisions . After you read the report, let’s discuss how the implications of the changing tax environment may affect your wealth management plan.
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.
*U.S. Treasury and Congressional Budget Office statistics
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As Financial Consultants at RBC Wealth Management, we specialize in advising individuals and families who value professional help in managing their financial needs. By building a trusting client relationship and creating a personalized professional approach to wealth management, we can determine specific financial goals and investment objectives of each individual client and provide timely solutions. RBC Wealth Management and our team based approach allow us the ability to focus on superior relationship management and delivering an exceptional level of service. Once we have discovered your financial goals and objectives we implement a tailored, comprehensive wealth management strategy. From this point, we watch your wealth accumulate and grow over the long term while staying protected by the strength and stability that RBC Wealth Management provides.
Mike Letheby is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, FL, IA, ID, IL, KS, MA, ME, MI, MN, MO, NC, NE, NM, OH, OK, PA, SC, SD, TN, TX, WA, WI, WV Adam Letheby is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, FL, IA, ID, IL, KS, ME, MI, MN, MO, NC, NE, NM, OH, OK, OR, PA, SC, SD, TN, TX, WA, WI, WV Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy. |
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