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Podcast 92: Can Utilizing the Step-up Basis Save Your Heir's Tax Dollars?
Ask Gregory: Podcast - Income & Retirement Planning
English - July 28, 2022 10:00 - 11 minutes - 8.19 MBInvesting Business Education gregory ricks ask gregory winning at life retirement investment planning financial education money management financial advice 401k stock market Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
There are a few tips and tricks that people utilize in the tax code, but do you know how the step-up basis could save your beneficiaries tax dollars? In this week's podcast, Gregory explains what the step-up basis is and how utilizing it may save your heir's tax dollars in the future.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast92
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For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FMOR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast