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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: longtimebrk   😊 😞
Number: of 15054 
Subject: Re: Some Thoughts - Maybe Too Many
Date: 09/17/2024 6:42 PM
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"I’ve already sold the last of my BRK in the tax deferred IRA. I’m basically locked into holding my non-IRA BRK, still the majority of my portfolio, because of capital gains taxes and the hope of a step-up for my heirs. Then they can decide if they have better options.

What are you folks doing?"


Ironically, precisely the above.

I do think the step-up basis may be gone in the relatively near future.

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