John
Jul 16, 2024

"taxable dollars" = non-IRA, non-tax deferred.

Taxable --> income tax free upon transferring to next of kin.

You can put that $51k into the stock market in a margin account, hold it for the long term, which accumulates to $6.5M, and it is literally tax-free wealth transfer.

I'm really not sure what is your point.

John
John

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