by David Raye | Jun 8, 2021 | Tax Policy & Legislation
As the Biden administration seeks funding for unprecedented levels of government spending, they are targeting three sacred cows of the U.S. tax code: long term capital gains rates, the step-up in basis of assets at death, and 1031 exchanges. Here are some details of...
by David Raye | Mar 3, 2021 | Retirement Planning, Tax Policy & Legislation
As the U.S. population ages and the Social Security trust fund begins to dwindle, it is more important than ever for individuals to take steps to put away more money for retirement. A proposed bill in the House called the Securing a Strong Retirement Act (SSRA)...
by David Raye | Jan 7, 2020 | Tax Policy & Legislation
Stretch IRA strategy curtailed under new law Last month, in the midst of all the impeachment proceedings, Congress quietly passed legislation that would make significant changes to the tax laws governing retirement plans. The most significant provision would require...
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