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Personal Investments • Stepped up cost basis

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If an inherited brokerage account receives a step up in basis, why not sell immediately to all cash and start your own positions? Keeping the existing positions seems to be as-if they were purchased the day of inheritance anyway.

Does the holding period reset to short term if the position was previously long term and held for over a year?

Statistics: Posted by airahcaz — Thu Aug 22, 2024 9:55 pm — Replies 4 — Views 460



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