AAII Research Triangle Chapter

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  • 1.  Asset Location ideas

    Posted an hour 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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