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Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs Say

By Melanie Waddell March 19, 2025 ThinkAdvisor

According to the 2025 CFP® Professionals Taxes Survey, more than half of respondents said their clients' retirement income and legacy plans are at risk if key tax cut provisions expire at year-end. Other financial goals at risk include charitable giving strategies, business succession and real estate investment plans.

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ThinkAdvisor
Melanie Waddell
March 19, 2025