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Alan A Alan A is online now
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Join Date: Sep 2015
Location: NY
Posts: 7,153
Quote:
Originally Posted by cabmandone View Post
List them as beneficiaries on the account. When he passes they'll receive a step up cost basis and it will go to them tax free if I'm not mistaken.
This. Again.
It’s not much $ and there are no RMDs like there would be with an IRA. This is by far the cheapest and easiest option.
Old 02-28-2025, 05:15 PM
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