Unlocking Your Financial Future
Business:Investing
What changes are being proposed in Congress when it comes to lifetime exemptions and the step-up in cost basis? While many of these changes are not set in stone, we want to keep you updated and prepared.
Read More: https://baschrock-fg.com/ep-78-potential-tax-reforms-part-2/
What we discuss on this episode:
1:03 – Lifetime exemptions
4:39 – Step-up in cost basis
10:06 – Some other probable changes
13:20 – Learning about our options
Visit our website: https://www.baschrock-fg.com/podcast/
Ep 105: How Life Changes Impact Finances (Part 1)
Ep 104: What is the Certified Financial Planner Designation?
Ep 103: SECURE Act 2.0 – Retirement Changes You Need to Know About
Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
Ep 101: End of the Year Planning Pt. 2
Ep 100: End of the Year Planning Pt. 1
Ep 99: Market Updates – Where Are We Headed?
Ep 98: Navigating Market Volatility (Part 2)
Ep 97: Navigating Market Volatility (Part 1)
Ep 96: Mortgage Lending Options for Investors (Part 2)
Ep 95: The Benefits of Lending Through a Local Bank (Part 1)
Ep 94: Health & Wealth with Anthony Schrock from Pack Performance Center (Part 2)
Ep 93: Health & Wealth with Anthony Schrock from Pack Performance Center - Part 1
Ep 92: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 2
Ep 91: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 1
Ep 90: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 2
Ep 89: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1
Ep 88: 2022 Market Outlooks with Keith Lockwood – Part 2
Ep 87: Withstanding Market Volatility with Keith Lockwood - Part 1
Ep 86: Running an Insurance Business with Erin Carbone – Part 2
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