Inherited Stock

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Dictionary Says

Definition of 'Inherited Stock'

A stock that an individual obtains through an inheritance after the original holder has died. The cost basis for the stock is based on the market value of the security upon the donor's death. If the stock value increased during the time it was held by the deceased, its cost basis is "stepped up" when ownership is transferred .
Investopedia Says

Investopedia explains 'Inherited Stock'

Unlike gifted securities, for tax purposes, the security is not valued at its original cost basis. Only the appreciation from the day of inheritance is subject to a capital gains tax.

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Search results for

'Inherited Stock'

  • Rolling Over Company Stock: A Decision To Think Twice About

    http://www.investopedia.com/articles/retirement/05/062305.asp
    ... However, inherited NUA stock is treated differently. ... So when your heirs receive the
    inherited stock, they will pay only capital gains tax on the NUA. ...

  • Old Stock Certificates: Lost Treasure Or Wallpaper?

    http://www.investopedia.com/articles/02/101802.asp
    ... Or Wallpaper? September 05 2009 | Filed Under » ETNs, Stocks. Have you
    ever found or inherited a stock certificate for a company? ...

  • What protects an investor’s interest in the case of terrorist ...

    http://www.investopedia.com/ask/answers/09/proving-stock-ownership.asp
    ... ownership. (Do you hold physical stock certificates that you inherited or found?
    Read Old Stock Certificates: Lost Treasure Or Wallpaper? ...

  • I inherited a Roth IRA. What are my options for taking ...

    http://www.investopedia.com/ask/answers/07/inherited_Roth.asp
    ... For more insight, see Inherited Retirement Plan Assets - Part 1 and ... Content Library;
    Articles; Tutorials; Slideshows; FAQs; Calculators; Chart Advisor; Stock Analysis ...

  • How do my siblings and I receive inherited pension benefit ...

    http://www.investopedia.com/ask/answers/05/inheritedpension.asp
    ... more information about inherited pension benefits, read Inherited Retirement Plan ...
    Articles; Tutorials; Slideshows; FAQs; Calculators; Chart Advisor; Stock Analysis ...

  • Disclaiming Inherited Plan Assets

    http://www.investopedia.com/articles/retirement/03/041603.asp
    Disclaiming Inherited Plan Assets. ... A beneficiary who properly disclaims inherited
    assets is treated as if he or she never was the designated beneficiary. ...

  • How can I reduce the taxes on my inherited retirement assets?

    http://www.investopedia.com/ask/answers/07/taxtipretire.asp
    ... itemization or a standard deduction?) If you inherited retirement assets ... Library;
    Articles; Tutorials; Slideshows; FAQs; Calculators; Chart Advisor; Stock Analysis ...

  • I failed to distribute an inherited 401(k) that was found in an ...

    http://www.investopedia.com/ask/answers/07/inherit-401k.asp
    ... I failed to distribute an inherited 401(k) that was found in an ... Content Library;
    Articles; Tutorials; Slideshows; FAQs; Calculators; Chart Advisor; Stock Analysis ...

  • Do I have to continue SEPPs for an inherited IRA?

    http://www.investopedia.com/ask/answers/06/continueSEPP.asp
    ... Feedback Feedback. Do I have to continue SEPPs for an inherited IRA? ... Content Library;
    Articles; Tutorials; Slideshows; FAQs; Calculators; Chart Advisor; Stock Analysis ...

  • HanesBrands Remains A Good Overall Fit

    http://stocks.investopedia.com/stock-analysis/2011/HanesBrands-Remains-A-Good-Overall-Fit-HBI-SLE-WMT-CVS-COH1104.aspx
    ... Get Free Stock Analysis By Email. ... grew only 5.3%, but still ate up more than a quarter
    of operating income and stems from a hefty debt load inherited as part of ...

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