February 26, 2024 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage. Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for February 26, 2024

Harnessing the Power of Step-Up in Basis in Retirement

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how to harness the power of step-up in basis when it comes to inheritance. You will also learn the importance of having a conversation with a financial professional to evaluate the risk associated with holding one investment for basis purposes.  

Harnessing the Power of Step-Up in Basis in Retirement

Step-up in basis is something that the average person only needs to deal with once or twice in their lifetime. If you’re not sure what this means or how it relates to retirement planning, don’t worry: we’ll explain in detail. There are two main scenarios in step-up in basis you may want to focus on…