Survivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937

September 28, 2019

Survivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937

Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains.

3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits.

12:17 Jo Madonna helps answer an Idaho/Washington listener’s question about using the 1031 Exchange to avoid capital gains on a home sale.

25:10 A listener asks for information on the ‘step up’ in the cost basis of an inherited taxable asset.

41:41  A question regarding the best strategy to minimize capital gains taxes on a brokerage account.

 

 

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.