Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist discusses the recent proposal for the Build Back Better Act, which has been passed in the House, but is still waiting to be passed in the senate. He talks about income tax, capitol gains, state tax, grantor trusts, wealth tax, child tax credit, SALT deductions, backdoor Roth’s, and RMD’s.

Matthews Barnett, CFP®, ChFC®, CLU®

Financial Planning Specialist