Tax Plan

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Trump’s Big Beautiful Bill: What Investors Should Know About the Tax Plan
The Wall Street Journal· 2025-07-01 16:17
How concerned are clients about these deficits and the big beautiful bill. Like what's the vibe out there in terms of what you're hearing. I think investors are a bit confused um because I think they went into the start of this year with the new administration and whether it was all the conversations around Doge and cutting government spending, the secretary's comments around uh moving to, you know, 3% deficit to GDP ratio, and then they look at the reconciliation bill, and there's a bit of um h how does th ...
‘Trump Accounts,’ explained.
Yahoo Finance· 2025-06-14 14:30
A number of CEOs are throwing support behind the Republicanbacked Trump accounts. Under the tax plan, the federal government would deposit $1,000 in a tax advantaged investment account for each child born from the beginning of 2025 through the end of 2028. After that initial $1,000, families and others can contribute up to $5,000 per year.The money would grow tax-free as long as it's invested in a broad stock index. When withdrawn, investment returns will be taxed as long-term capital gains, but only if use ...