Stepping up Cost Basis Tax Free (Without Dying)
Submitted by Trott Brook Financial on December 30th, 2021<
financial planning
Can long term capital gains push me into a higher tax bracket?
Submitted by Trott Brook Financial on December 23rd, 2021<
Strategies for capturing a 0% capital gains tax rate
Submitted by Trott Brook Financial on December 7th, 2021Roth Conversions
Submitted by Trott Brook Financial on April 17th, 2020New Required Minimum Distribution Rules Clarification
Submitted by Trott Brook Financial on January 17th, 2020In December, I wrote a memo about some of the significant changes congress made to the retirement system beginning in 2020. One of the major subjects receiving attention is changes to the required minimum distribution rules. I discussed some of these changes in December but would like to revisit this to correct one thing and clarify another.
Congress Passes Material Changes to Retirement System
Submitted by Trott Brook Financial on January 9th, 2020On December 19th, the United States Senate delivered an early Christmas present to Americans in the form of significant changes to the rules governing retirement plans and individual retirement accounts. Known as the “Secure Act,” most of the changes are being welcomed positively, although a few are being looked at like lumps of coal.
