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Personal Investments • sequence of withdrawals during retirement--differing philosophies

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Unless very respected BH confirms it I am not yet believing that basis gets stepped up for the surviving spouse
It's in IRC 1014(b)(6) which provides for a basis adjustment for 100% of community property (for both spouse's shares on the first death). This is only for community property states (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin). The result in other states will vary.

Statistics: Posted by GaryA505 — Tue Sep 03, 2024 11:32 pm — Replies 129 — Views 16908



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