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

Q1 2015

Click here to read the Spring 2015 issue of Quarterly Insights, which looks at the latest advances in cancer treatments and offers advice for talking with your kids about money.