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Also to note is an investment account does not have to be cashed out for an inheritance. Shares can be directly transferred to the recipients of the inheritance.

I inherited stocks and bond funds in Fall of 2008 during the financial crisis and I elected to transfer shares due to the plunge in values in the short time the estate was being settled. Once they recouped all and more of the value in a year or two, I make changes (sales) to compliment my own port.

conifer
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