A step up in basis is when an asset is revalued to today’s value after it has been inherited. This can have a big impact on the capital gains tax paid. Today, Paul shares his take on whether you should sell or keep stocks based on this step up in basis. Listen along to hear if this tax law could change and to learn how to make informed decisions with your assets. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Market Volatility or Inflation: Which Is More Dangerous for Retired Investors?
November 22, 2024
Most investors who are taking money in retirement have a fear of running out. They are afraid that the market will be