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We are doing our best to bring you timely and accurate updates as the IRS continues to review the One Big Beautiful Bill (OBBB) and draft guidance for taxpayers. Until those regulations are finalized, we must rely on the statutory language itself.
Today we continue our discussion of issues related to Wealth Distribution, the third and final stage of what we call The Wealth Cycle. Get caught up on the series with the links below.
We have dedicated our last 6 posts to a revised version of what we call the Wealth Cycle, a series we first published back in 2016. We continue here with further discussion of wealth distribution, the final stage of our lives as investors when we make sure we leave to our heirs what we don’t get around to spending when we are vertically oriented.