Step-up Rules - Are they Changing?
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Step-up Rules - Are they Changing?

 
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Chloe



Joined: 03 Mar 2006
Posts: 1

Posted: Fri Mar 03, 2006 4:28 am    Post subject: Step-up Rules - Are they Changing? Reply with quote

I heard that step up rules for home basis and stock basis might change with changes in "death tax" laws. What do you know? Any links to congressional records?

Thanks. I may be inheriting soon and might be impacted. This might help planning.

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kristinecfp



Joined: 12 Jan 2006
Posts: 9
Location: Lee's Summit, MO

Posted: Mon Jun 05, 2006 4:26 pm    Post subject: Step-up Rules - Are they Changing? Reply with quote

Step up rules will change if the estate tax is repealed. Here are some articles, resources:

http://www.unclefed.com/AuthorsRow/TaxBusProf/deathbasis.html
http://www.thestreet.com/funds/beverlygoodman/10028131.html
http://moneycentral.msn.com/content/Retirementandwills/Planyourestate/P52707.asp

Happy reading...
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