9 months ago
Stepped-up basis at death - should I keep highly appreciated assets?
78
Own stock with $50k basis worth $500k now. Considering selling and diversifying. But if I die, heirs get stepped-up basis and owe no capital gains tax. Should I hold until death?
TA
Share your answer
Have an answer?
Join the community to share your knowledge and help others.
Ask and answer anonymously
Follow topics you care about
No spam, no sales calls
0 Answers
No answers yet
This question is waiting for someone with the right expertise. You could be the first to help.
More questions
Step-up in basis at death - how does it affect inherited stocks and real estate?44 ansBeneficiary designation mistakes that could destroy your estate plan43 ansPower of attorney vs healthcare proxy vs living will - what documents do I need?41 ansGifting money to kids - what are the 2025 annual exclusion limits and tax implications?39 ansProbate in California - how much does it cost and how long?38 ans