I’m a Financial Planner: 4 Moves My Middle-Class Clients Are Making Under Trump

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Couple preparing to sign a contract of sale and having second thoughts.

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GOBanking Rates spoke to two financial planners about the fourmoney moves their clients are making under Trump.

Financial experts report mixed reactions among middle-class clients regarding retirement planning.

Many clients are maxing out their retirement accounts to take advantage of tax-deferred benefits, Stroup said.

However, some investors are taking a different approach.

Theres a growing number of middle-class clients pulling out of IRA accounts early, DeLorenzo said.

Many feel their current income levels are unsustainable in an inflationary economy.

However, others are feeling financial pressure and looking to take bigger risks.

I encourage these clients to explore alternative strategies to manage their financial anxiety.

Despite concerns, some middle-class investors are actively seeking opportunities within Trumps second-term policies.

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