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Strategies & Market Trends : Young and Older Folk Portfolio

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jritz0
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To: Diddywahdiddy who wrote (7989)8/12/2024 7:16:55 PM
From: SeeksQuality3 Recommendations   of 23785
 
So true! Even those of us who are younger might not have as many years remaining as we imagine.

Worth noting that your money doesn't die when you do, however. In fact under current tax law, unrealized capital gains evaporate when securities are passed to heirs. Their tax basis is equal to the value at the time they inherited it. So it is entirely possible to have success without the "success tax".
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