2013 Economic Outlook Roundtable

An economic, investment and financial planning discussion

The passage of the American Taxpayer Relief Act of 2012 provides investors with some clarity around income and estate tax issues. Understanding how this new legislation could impact your wealth is critical.

A panel of Key Private Bank experts, led by Bruce McCain, Chief Investment Strategist for Key Private Bank, recently discussed the major components of this new legislation and strategies investors can consider now to grow and preserve their wealth. Watch the video of this roundtable discussion, in four segments, below.


2013 Outlook: Impact of the American Taxpayer Relief Act of 2012


2013 Outlook: Strategies for Investors in a New Environment


2013 Outlook: Gifting Strategies for 2013 and Beyond


2013 Outlook: Retirement and Tax Planning Strategies