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Keep in mind that ending stepped up basis is part of the infrastructure bill now in Congress. No telling if they will pass it and what will be in it, but the Biden proposal is an exemption of $1MM on your death but then paying capital gains at a rate of about 40%.

If your plan falls below that $1MM exemption, you should be ok, but if more money is involved, watch out. This is one of the wealth taxes under consideration and being actively debated. They also want to lower the estate tax exemption to $3.5MM.
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