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However, by 2026, the exclusion amount will revert back to its pre-2018 level of about $5 million (or around $7 million adjusted for inflation) per individual, unless new legislation is passed, or the TCJA is extended. stocks, index funds) in taxable accounts, tax-inefficient assets (e.g., million ($27.22 million in 2023. million ($27.98
Developing an assetallocation and investment plan that suits you , which may be different than who left you the inheritance. Consider changes to state residency, scheduled tax rate increases in 2026, income changes, and other factors like college financial aid and Medicare premiums which use tax returns from two years ago.
For example, there is going to be an increase in tax rates in 2026 due to the onset of the Tax Cuts and Jobs Act. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well. As you approach retirement, a 60% to 70% stock allocation and the remaining in bonds becomes more common.
Another reason to consider: tax rates are set to increase in 2026 when the provisions of the Tax Cuts and Jobs Act expire. The couple could reinvest the proceeds right away (being mindful of their overall assetallocation and tax-loss harvesting rules). Remaining funds can be invested in a brokerage account.
So I was sort of intrigued by this idea of, of working in wealth, especially because I’ve done a lot of assetallocation and the multi-asset discipline I come from and I love the challenge of helping people grow their money over time. I think most people would agree on that front for sure.
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