A thought-provoking book that asks:

logo

Tag

Retirement Planning
Do More That Matters

Planning for Tax-Qualified Plans

When planning for tax-qualified plans such as IRAs, 401(k)s and qualified retirement plans, you should carefully examine the potential taxes that impact these assets. Unlike most other assets that receive a “basis step-up” to current fair market value upon the owner’s death, IRAs, 401(k)s and other qualified retirement plans do not step-up to the date-of-death value.
Read More