Ep 79: Sitting on a Huge Stock Gain? The Tax Rules Could Be Changing

Taxes have a way of influencing investment decisions long before a return is ever filed. Sometimes the cost of making a change is enough to keep investors exactly where they are, even when they might otherwise make a different decision.  But a tax policy idea gaining attention in Washington could change that calculation in some meaningful ways. Today, we're breaking down what it could mean for investors and the decisions they make with appreciated assets. WHAT YOU'LL LEARN: How capital gains are measured today and what inflation indexing would change. Why legacy stock positions create such a difficult diversification problem. Why the bill's effective date may exclude the investors it would help most. What a Section 351 ETF exchange can and can't accomplish. Why waiting on a policy that may never pass can be an expensive bet. RESOURCES MENTIONED: MedSpaFinancial.com