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How Will The Tax Bill Impact You?
Welcome to the 9Innings Podcast where we Educate, Empower and Engage.
ON THIS WEEKS PODCAST: Kevin describes the current tax bill awaiting passage. A lot of changes in regards to Mega Backdoor Roth accounts and limitations on who can place money into certain vehicles. One key component is the removal of the step-up on basis and what that means for death distributions. Take a listen and give us a call to discuss.
Website: http://www.9inningscapitalgroup.com
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By Kevin Thompson, RICP®, CFP®Welcome to the 9Innings Podcast where we Educate, Empower and Engage.
ON THIS WEEKS PODCAST: Kevin describes the current tax bill awaiting passage. A lot of changes in regards to Mega Backdoor Roth accounts and limitations on who can place money into certain vehicles. One key component is the removal of the step-up on basis and what that means for death distributions. Take a listen and give us a call to discuss.
Website: http://www.9inningscapitalgroup.com