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  • Breaking news

    Breaking news from Nerds Eye View (Michael Kitces): President’s Budget Proposes Elimination Of Backdoor Roth, Stretch IRA, and Step-Up In Basis At Death. More here 
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

  • #2
    Thanks for the update @jfoxcpacfp

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    • #3
      Lots of stuff in there. Agree most unlikely to pass, and unlikely to pass full fanged, but its on the radar. Especially Roth harmonization, seems easy to pass as just "making it equal among a type" idea without ruffling much feathers.

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      • #4




        Lots of stuff in there. Agree most unlikely to pass, and unlikely to pass full fanged, but its on the radar. Especially Roth harmonization, seems easy to pass as just “making it equal among a type” idea without ruffling much feathers.
        Click to expand...


        I agree. Many of the proposals are devastating on their own. No basis step-up for non-spouses? We'll need a whole new bag of tricks for small business succession plans.
        Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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