Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now

Regardless of your age, here are three reasons you may want to review your tax plans and estate plans before the end of the year. Do you have everything set up in the most beneficial way?

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-90-3-reasons-to-review-your-tax-and-estate-plan-now/ 

 

On today's show: 

0:34 - This show has something for everyone when it comes to tax strategy.

1:31 - Why should you review your tax and estate plan right now?

3:21 - What is the gift tax exemption?

5:17 - What happens if the stepped up cost basis at death changes?

7:31 - Have you looked at doing a Roth conversion?

11:04 - How has the SECURE Act changed your estate plans?