the power of zero

How to Transform a $1 Million Inheritance into a Tax-Free Juggernaut

David goes through five unique strategies to transform a $1 million inheritance into a tax-free asset. Although a non-qualified inheritance is tax-free, the step-up in the basis rule will lead to a huge tax problem as your asset grows over time….

How to Transform a $1 Million Inheritance into a Tax-Free Juggernaut Read More »