Robert McCullock, CFP® explains what a cost basis is and how to find it. The Emergency Economic Stabilization Act of 2008 has changed certain rules that affect your security. Also learn how to find your cost basis if you bought a stock 40 years ago.
How will your beneficiaries be taxed when they receive an inheritance from you? In this video, Senior Financial Planner Allison Alley, CFP® outlines how different types of inherited assets are (or aren’t) taxed. Transcript: We recently got a question regarding how does the inheritance tax...
24
MAY
2019
2019
Financial Educator Jason Thomas, CFP® of Pure Financial Advisors outlines some of the advantages and methods for using rental real estate as a part of your financial plan in retirement. Transcript: Today we’re going to discuss if real estate should be part of your retirement...
15
MAY
2019
2019
Death, taxes and inflation: Scott Huband, CFP® of Pure Financial Advisors goes into the details on all the ways that each of these three factors can decrease your income in retirement. Transcript: There are many different factors that can reduce retirement income. The first may...
03
MAY
2019
2019
Financial Educator Jason Thomas, CFP® from Pure Financial Advisors explains fixed indexed annuities and some of their advantages and disadvantages. Transcript: So what is a fixed indexed annuity? A fixed indexed annuity, a.k.a. an indexed annuity, is a type of annuity contract that has a...
25
APR
2019
2019
