Quote:
Originally Posted by manaboutown
If I took gains I would pay enormous taxes and end up about where I would be if the market took a serious dump as most of my holdings are in taxable accounts.
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best for you to do if you don't need the money is to just wait and pass it on at the death date mark up. . .
Advice is more for the tax free accounts and when to move money from IRAs to taxable rollovers to ROTH IRAs. Always pays best to move the money when the account is large versus when the account is small.