Residents of ninecommunity propertystates, including California, can use the double step-up in basis rule. This allows a step-up in basis for community property—assets accumulated during marriage, excluding in
Next, select the Roth IRA where the funds will end up. It can be the same Roth IRA you’ve been using for years. It can have a zero balance if you just opened it, or it may have a five-figure or six-figure balance if you’ve had it for some time. Bonus points for those of ...