Author Topic: Stocks  (Read 191963 times)

Offline ExGingi

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Re: Stocks
« Reply #3060 on: March 12, 2018, 01:36:33 PM »
Leave it for an eventual step up in basis (after 120)?

I would say that there's a significant chance that by the time @Dan reaches 120 (and probably much sooner) the step up in basis at death will be long gone from the IRC.

That being said, if the stock is held in a qualified account (tax deferred, with or without the availability of tax free withdrawals), it doesn't really make any difference.
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan