Sound Financial Bites

Topics Covered: "CNN Article giving some detail to the spending set forth in the Bill" by CNN "Ways and Means releases list of tax provisions for budget bill" By Journal of Accountancy "House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions" By CNBC "Hidden In The Reconciliation Bill: A Retirement Plan Mandate That Will Take Most People By Surprise" By Forbes "Update - Tax Proposals of the House Ways and Means Committee: Reconciliation Bill to Target Trusts, Estates, and the Wealthy" By The National Law Review For full show notes visit: https://sfgway.com/ep211 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capac