AAII Washington D.C. Metro Chapter

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Asset Location for benefit of heirs

  • 1.  Asset Location for benefit of heirs

    Posted 4 days ago

    Recently the topic of "asset location" came up.  In particular about value of growing assets inside an IRA (not Roth) vs in a taxable account when trying to accumulate wealth for heirs.  What are your thoughts about building IRA assets which will be taxed within 10 years of their inheritance vs Buy and Hold in ETF's which will qualify for stepped up basis when the assets are inherited.  

    Does anyone have thoughts about this?



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    John R.
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