Eric Maestri

Step-Up in Cost Basis Explained
Step-Up in Cost Basis Explained
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The Step-Up rule allows beneficiaries to increase the cost basis or “tax lots” on inherited assets and can limit capital gains tax liability. After you pass away, your beneficiary can adjust the cost basis of your investments to the market...
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Understanding Roth Conversions
Understanding Roth Conversions
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Did you know that you can reclassify money from a Traditional IRA into a Roth IRA? This reclassification is called a Roth Conversion, and this blog will help you identify whether it makes sense for you. Remember, the trade-off with...
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how to improve your finances in 2021
8 Ways to Improve Your Finances in 2021
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As we head into 2021, we’d like to remind you of a few tactics to improve your finances. If you have additional questions after reading this blog, please reach out to us at taylorhoffman.com. One of the first steps to...
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