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Travis McShane, CFP®, CFA 6/30/26 Travis McShane, CFP®, CFA 6/30/26

Step-Up in Basis: The Tax Case for Holding Appreciated Assets Until Death

We explain how the step-up in basis can reduce or eliminate capital gains taxes on inherited stocks, real estate, and business interests.

If you own company stock in your 401(k), the net unrealized appreciation (NUA) strategy may reduce your tax bill. Here's how it works.