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What the fiscal cliff deal means for upper-income earners

Key Points

  • The fiscal cliff deal recently passed by Congress will result in the biggest tax hike for high-income earners in two decades
  • Impacted investors should review their portfolios to make sure they are being managed in a tax-aware manner
  • The use of municipal bonds is also increasingly attractive, because income generated from these investments remains tax-free under current law in certain circumstances

Quarterly Commentary

Q4 2013

Click here to read the Winter 2014 issue of our Quarterly Insights publication, which contains our annual Investment Roundtable and a number of articles on timely investment and wealth planning topics.