The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/tmfpixy-quotwhy-pay-those-extra-taxes-or-lose-11248745.aspx

Subject:  Re: Heirs and Income Taxes Date:  9/12/1999  5:29 AM
Author:  JAFO31 Number:  13857 of 75335

TMFPixy: "Why pay those extra taxes or lose control of the cash during your lifetime when you don't have to?"

Pixy: Do you not think that your questions ignores the FET and estate planning issues related to lifetime gifts (and getting all future appreciation out of the estate) versus keeping the assets in the estate and receiving the stepped-up basis? IMO, the issue is more complicated than your statement would imply for people who have FET concerns.

Just my $0.02. Regards, JAFO

Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us