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May 10, 2021

President Biden is pushing another big spending plan that may hurt small business owners by eliminating the “stepped-up basis” at death. The Money Mentors talk about ways this could affect your legacy plans and create major tax burden for your heirs. And you’ve heard of Roth accounts, you’ve heard of lifetime annuities, but have you heard of a combined “Roth annuity.”  Learn about creating your retirement income plan at www.MattsonFinancial.com