Talk to Matt: matt@seasidewealth.com
Email: team@seasidewealth.com
Office Phone: (760) 730-8120
Website: https://seasidewealth.com/
Are you facing the prospect of selling your aging parents’ home? Hold off on that decision! In this insightful video, Matt Callahan, a Certified Financial Planner at Seaside Wealth Management, unveils savvy strategies utilizing the current step-up in cost basis that could potentially save you substantial tax dollars. Discover how Matt helped his clients navigate tax implications, including a little-known Section 121 exclusion, and devised a unique plan to enhance their cost basis while fulfilling their desire to age in place. Learn how a simple investment in home improvements can lead to significant tax savings and multigenerational wealth preservation.
📥 Download your guide on maximizing Social Security benefits and Lowering Your Tax Bill In Retirement: https://keap.seasidewealth.com/you-tube.html
➡️ Every Tuesday at 6:30 p.m. PT, we host our Saving Money On Taxes In Retirement Webinar. Register here: https://event.webinarjam.com/channel/SeasideWealthTaxes
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