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.
It’s Time to Talk to Your Spouse About Retirement
It’s common for an advisor to sit down with a couple who doesn’t see eye-to-eye on what their retirement years will look