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

Q2 2015

Click here to read the Summer 2015 issue of Quarterly Insights, which discusses the emergence of the fast-casual dining industry, outlines how women in India are changing the investment landscape and shows how sound habits lead to greater happiness.