
Episode 17
How Will The Tax Bill Impact You?
The 9Innings Podcast · Kevin Thompson, RICP®, CFP®
October 20, 202112m 28s
Audio is streamed directly from the publisher (content.rss.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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