2 Question Tuesday – 04/27/2021

Welcome to 2 Question Tuesday. This week’s client submitted questions were:

  1. What are the firms thoughts on increasing capital gains rates?
  2. How did the Secure Act change the rules for an Inherited or Beneficiary IRA?

Submit your questions to jmccarthy@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.