From the pile of things I read of late I think these could be of use and if not interesting to ponder at the least.
Interesting updates across entire article regarding some laws but about mid article an interesting development about the elimination of the stretch IRA as the Secure act tries to balance creating revenue but adding some flexibility, take a look... Just below in this same article they talk about Indexing capital gains with inflation! This is very interesting and could be helpful for many in the future although it may be a way for more people to actually cash in profits of low cost basis holdings rather than holding them beyond death in which then they are stepped up in cost basis and passed on to heirs essentially tax free! https://www.schwab.com/resource-center/insights/content/as-congress-returns-what-should-investors-be-watching
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The Agile Investor is a blog that focuses on being prepared and informed within various topics of wealth management, investments, financial markets and investor psychology. Enjoy Archives
May 2022
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