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 45: Meet Our New Advisor, Dan Oaklief
Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions
Ep 43: Financial Bots are Here
Ep 42: 4 Milestones for Retirement
Ep 41: Do You Lack Confidence to Retire?
Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
Ep 39: Potential Hidden Gems in Your Financial Portfolio
Ep 38: Should You Be Wary of Dave Ramsey’s Advice?
Ep 37: An Update on Our Clients & Our Office
Ep 36: Protecting Your Nest Egg + Mailbag Questions
Ep 35: Life Events That Can Change Your Financial Plans
Ep 34: Good Intentions Don’t Always Lead to Good Advice
Ep 33: Coronavirus Market Update - CARES Act, RMDs, & Volatility
Ep 32: Mailbag Edition - Student Loans, Gold, Investing & More
Ep 31: 5 Financial Truths to Rely On
Ep 30: Mailbag Time - Contribution Limits, Social Security, & Marijuana Stocks
Ep 29: Is it Possible to Build a Perfect Retirement Plan?
Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?
Ep 27: Coronavirus Impact on Financial Markets
Ep 26: Should You Do a Roth Conversion?
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