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.
“Just Do These 5 things”: A Product Pitch Disguised as an Educational Article
November 20, 2024
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”