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IRA Financial Blog

Death Is About To Get Very Expensive – Episode 304

Adam Talks

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses new tax proposals, which could eliminate the step up in basis, which is in addition to the estate tax, meaning a higher tax bill upon your death.

YouTube Live

TODAY, September 5, 2024 | 1PM EDT

Tax Strategies for 2024 & Beyond: How to Maximize Deductions and Minimize Penalties with Your IRA