
UBS On-Air: Market Moves Top of the Morning: How to prepare for (potentially) higher taxes
Apr 24, 2024
UBS Chief Investment Office experts Justin Waring and Ainsley Carbone discuss strategies to prepare for potentially higher taxes in the US, including income tax, capital gains tax, and estate tax. They cover topics such as tax-efficient savings strategies, gain harvesting, tax-deferred accounts, estate tax exemption changes, tax-efficient gifting, and retirement planning in the face of potential tax hikes.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Navigating Tax Implications in Financial Planning
04:33 • 4min
Strategies for Tax Planning in Anticipation of Higher Taxes
08:55 • 3min
Navigating Estate Tax Exemption Changes and Tax-Efficient Gifting Strategies
11:46 • 5min
Discussion on Potential Tax Changes and Retirement Planning
16:34 • 2min
