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In light of the major announcement by President Biden to bow out of the November election, we are postponing the posting of our final thoughts on the Wealth Cycle, which we have focused on over the last couple of months.
We continue our series on The Wealth Cycle with a discussion on the sun-setting of major provisions in the US Tax Code that will become effective on January 1st, 2026, less than 18 months from now. Catch up on the series below.
Today we continue our discussion of issues related to Wealth Distribution, the third and final stage of what we call The Wealth Cycle. Get caught up on the series with the links below.
For the past eight weeks we have been featuring an update of our popular series, The Wealth Cycle, which we first brought to you back in 2016. The Wealth Cycle concept is our way of looking at the shifting goals of investors over time. We break it down into three main phases that you can review with the links below.
In our eighth installment of our updated review of The Wealth Cycle we take a look at a widely-used but often misunderstood estate planning tool –The Step-Up in Basis.