Normally, a tax commentary in July is either way late or waaaay too early—but not in 2020, which has already been a year for the record books and the ages (and we are only a little past the halfway point. Yikes.). And while most news headlines have been negative this year, there was a little glimmer of relief from the U.S. Treasury Department in March when, in response to the COVID-19 pandemic, they pushed the deadline to file taxes back three months.
So, whether you’ve already filed your taxes, or you plan to celebrate Bastille Day (July 14) with your accountant, we’re celebrating Tax Day this year by outlining the impact of taxes on investing and examining the evolution of tax policy over time. Discussing taxes isn’t the most exciting topic, but it’s certainly an important one.
For more insights, download our full commentary.
Commentaries are published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
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