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What will be the affect on any tax owed now or in the future by me in regards to my Individual Brokerage Account, once I commit a Transfer on Death Document?
I have an Brokerage Account with ETrade and want to execute a Transfer on Death and designate a beneficiary. But there is an implication that this will carry a tax affect. What if any would that or those be?
May 17, 2021
10:31 PM