Midterm Elections Are Coming. Here’s What Advisors Should Be Watching in November & Beyond
The Midterm Elections are coming. Are your clients prepared?
Anytime we have changes in Washington, the legislative ripples can be felt for years to come. Future tax policy, spending priorities and more are all up for vote. So what should you be keeping your eye on for November - and beyond?
I spent my early career in Washington - working in the White House and on Capitol Hill. And I’ve seen how elections can shift the tax and legislative outlook for U.S. savers. Last year, OBBBA passed and was signed into law, keeping tax bracket rates low for the time being. The Midterm Elections will be our first real glimpse at where tax rates could be headed in the years to come.
I recently shared my 2026 Midterm Election Outlook on a call with Stonewood Members, and I invite you to watch the recording here. I covered not only what we can expect in November, but what it could mean for Roth conversion strategies, income strategies and more. Most importantly, I discuss how independent financial advisors can leverage the election - and what follows in Washington - to have more effective planning conversations with your clients.
Click here to watch the video, where I break down:
- Why midterms can dramatically change the policy agenda in Washington
- How control of Congress may influence future tax legislation
- What rising debt, deficits, and entitlement pressures could mean for savers
- Why tax planning conversations may become even more important with clients age 50+
- How advisors can use this moment to help clients think beyond the headlines
Of course, as an advisor, your goal isn’t to predict election outcomes for your clients; it's to protect them from futures we can’t predict. But the political and legislative backdrop in Washington can have a near-term impact on Roth conversion timing, tax-free income planning, and legacy strategies.
So get informed, and help your clients protect their retirement from changes in Washington.