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166: Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis
Manage episode 275183998 series 2431770
This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/166
Show Notes: RetireWithPurpose.com/166
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
434 episodes
Manage episode 275183998 series 2431770
This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/166
Show Notes: RetireWithPurpose.com/166
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
434 episodes
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