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 2014

Click here to read the Winter 2014 issue of Quarterly Insights, which features our annual Investment Roundtable and features an author interview with strategies for finding your life’s true calling.