Step Up! The Gain is Gone | Series 3.5


Manage episode 294996207 series 2896200
โดย Joseph P. Okaly และถูกค้นพบโดย Player FM และชุมชนของเรา -- ลิขสิทธิ์นี้เป็นของผู้เผยแพร่ ไม่ใช่ Player FM โดยมีการสตรีมเสียงโดยตรงจากเซิร์ฟเวอร์ผู้เผยแพร่ กดปุ่มติดตามเพื่อติดตามการอัพเดทใน Player FM หรือวาง URL ฟีดนี้ไปยังแอพพอดคาสท์อื่น

Special rules as of Spring 2021 that allow certain assets to forgive 100% of all the taxable gains - do your parents have any of these accounts?

  • First know how the rules currently work: non-retirement gains are essentially wiped away from the individual inheriting the non-retirement assets (02:25)
  • Ask general questions to make your parents aware of this (04:17)

Quote for the episode: "The current cost basis rules are kind of the same thing right now where, instead of skipping a line, you get to skip all the built up unrealized gains that may have accumulated over time.”

Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

45 ตอน