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Ben Barzideh on capital gains tax laws and their impact on Americans

thestreet.com

Wealth advisor Ben Barzideh, ChFC® is included in Tom Bemis’ TheStreet article about Biden’s address to Congress urging them to pass trillions of dollars in spending on education, childcare and infrastructure programs over the next 10 years. To pay for these programs, Biden proposed doubling capital gains taxes for wealthy Americans. “I think very few people would be impacted by this tax hike at all,” says Barzideh.

Original Article

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New Tax Laws. New Estate Rules. New Risks. Is Your Retirement Ready?

Thursday, January 29th at 6:00pm

Topics covered include

  • How the 2026 tax law changes may dramatically impact your IRA, RMDs, and retirement income plan.
  • How Roth conversions, QCDs, and other tax planning strategies will change under the new tax landscape.
  • New estate planning rules taking effect—and the key updates every retiree should review immediately.
  • What everyone wished they knew before receiving an inheritance.
  • The biggest risks facing retirees in 2026—and how to prepare your portfolio accordingly.
  • How our Advance & Protect investment strategy is built to manage risk in today’s shifting markets.

This event is for informational and educational purposes only and does not constitute investment, legal, or tax advice. Strategies discussed may not be suitable for all individuals. Investing involves risk, including possible loss of principal. Advisory services are offered through Barzideh & Nadeau Wealth Management, LLC, a registered investment adviser. Attendees should consult their own financial professionals before acting on any information presented.

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