Story perspectives

80% Expect Tax Hikes; 31% Adjust Investment Strategies

3/30/2026

Summary

Story summary

Prioritizing tax planning with investments enhances Americans' wealth.
A survey shows 80% expect rising taxes, yet 31% adjust plans.
Kamila Elliott, a Certified Financial Planner, urges using 401(k) plans and health savings accounts (HSAs) to cut taxable income.
Tax-loss harvesting, converting IRAs to Roth IRAs, and donor-advised funds are effective.
These approaches help investors optimize portfolios and avoid future tax liabilities, supporting long-term growth.

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Story summary

Prioritizing tax planning with investments enhances Americans' wealth.
A survey shows 80% expect rising taxes, yet 31% adjust plans.
Kamila Elliott, a Certified Financial Planner, urges using 401(k) plans and health savings accounts (HSAs) to cut taxable income.
Tax-loss harvesting, converting IRAs to Roth IRAs, and donor-advised funds are effective.
These approaches help investors optimize portfolios and avoid future tax liabilities, supporting long-term growth.