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 2014

Click here to read the Summer 2014 issue of Quarterly Insights which reveals how mobile devices are increasing global Internet connectivity, explains and illustrates the "razor blade" business model, and provides guidance to those facing financial uncertainty related to a divorce.