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Bob Brinker Free Discussion Site 59,820+: Re: Re: asset allocation
This archived discussion is "read only".
» Happy_2 - Re: Re: asset allocation In response to Re: asset allocation posted by allancoleman:Allan, no reason to frown. Unlike a tax deferred account,my heirs will inherit all my assets with a full step up in basis. In other words, if I live off the dividends, no one will ever have to pay tax on the capital gains. To date, over the past 23 years, I have a gain of about 1300% in the Vanguard SP500 fund. -- posted by Happy_2
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