Blue Collar Guy
Thinks s/he gets paid by the post
So, I know the situation for tax deferred holdings might be different, but for my regular investments. If I die and I leave it all to my wife, will she get the date of death base value?
Im positive Im going first. If we put all the assets into my name and she is the beneficiary, when I die ,will all the capital gains that I haven't paid for yet get wiped away?
If the assest stay joint, when I die she gets the stepped up value for only half of the assets. Yes?
Im positive Im going first. If we put all the assets into my name and she is the beneficiary, when I die ,will all the capital gains that I haven't paid for yet get wiped away?
If the assest stay joint, when I die she gets the stepped up value for only half of the assets. Yes?