Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#072 - The benefit of "step up in basis"
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Andy Panko
Explanation of "step up in basis" and how it can make unrealized taxable gains magically disappear when leaving property to heirs
Links in this episode:
- Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
