Strategies for Effective Capital Gains Tax Management

Our conversation focuses on considerations around tax management, namely if the capital gains tax rates go higher, does it make sense to harvest capital gains at the lower tax rate today. We also review additional tax changes being proposed that investors should be mindful of. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy