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 25: Understanding the Basics of Roth Conversions
Ep 24: Lies You Might Hear from a Financial Professional
Ep 23: Mailbag Time! Life Insurance, Company Stock, & Retiring Early
Ep 22: Is Retiring at 65 Still a Realistic Goal?
Ep 21: SECURE Act Brings Changes to Retirement Accounts
Ep 20: The Pros and Cons of Investing in Mutual Funds
Ep 19: Understanding the Basics of Mutual Funds
Ep 18: Retirement Checklist, Pensions, & More Mailbag Questions
Ep 17: Do You Have to Pay Taxes on Social Security Benefits?
Ep 16: Choosing the Best Social Security Claiming Strategy
Ep 15: What Age Should You Claim Social Security?
Ep 14: Is Social Security Going Broke?
Ep 13: 401k Investing and IRA Volatility + Other Listener Questions
Ep 12: How Will the 2020 Election Impact Investing?
Ep 11: Awkward Conversations With Your Financial Advisor – Part 2
Ep 10: Awkward Conversations With Your Financial Advisor – Part 1
Ep 9: The Risks Savers Face: Not Spending Enough - Part 4
Ep 8: The Risks Savers Face: The Tax Time Bomb - Part 3
Ep 7: The Risks Savers Face: Being Too Aggressive - Part 2
Ep 6: The Risks That Savers Face: Too Much Cash - Part 1
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