Reducing Capital Gains for Married Couples:
This guide shows married couples how to potentially cut their tax bill when one spouse passes away, simply by setting up the right kind of trust (no moving required).
Why death can be the ultimate tax reset
Why most married couples only get half of that reset
The tax benefit within community-property states
The trust that lets married couples access this benefit
The math (and the few rules you must follow) for success
Josh Bergman is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC-registered investment advisor. David Lappin is not registered with or affiliated with Savvy Advisors. The views and opinions expressed herein are those of the speakers and authors, and do not necessarily reflect the views or positions of Savvy Advisors. All information shared is for informational purposes only and should not be construed as investment advice. JNB Wealth is a marketing brand name offering financial services. All investment advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment adviser. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Material contained herein has been created for informational purposes only and should not be considered tax advice. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations. You should consult with your tax professional(s) to obtain specific information regarding costs, fees and other factors to consider to make informed decisions about your retirement. Savvy, Josh Bergman and JNB Wealth do not provide legal or tax advice.
