Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 6337

Personal Investments • Moving assets between family members.

$
0
0
Out of curiosity what would happen as an example in a scenario where a person gifted someone an asset and then inherited it on their death?
The basis would receive the usual reset if the recipient lived for at least a year after receiving the gift. Otherwise, no basis reset.
Thats very interesting, thanks for the feedback.

Statistics: Posted by whiterabbit66 — Tue Aug 13, 2024 7:04 pm — Replies 32 — Views 1109



Viewing all articles
Browse latest Browse all 6337

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>