In a surprise move, Manchin and Schumer agreed on the Inflation Reduction Act (IRA) to help contain skyrocketing costs and decrease the deficit. How will this bill personally impact you? In this edition of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine provides an overview of how this legislation will affect back door Roth IRAs, tax increases, healthcare, energy-related provisions and the inner workings of the IRS.
Jared Kizer, CFA
Jared Kizer evaluates findings from academic research and applies that learning to develop investment strategy recommendations. Jared collaborates daily with advisors and clients, helping investors better understand the complicated concepts that can have a tangible effect on their financial lives. Jared holds a master’s degree in finance from Washington University in St. Louis.