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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: newfydog ✸⎊  😊 😞
Number: of 15060 
Subject: Re: Some Thoughts - Maybe Too Many
Date: 09/17/2024 8:17 PM
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"I’ve already sold the last of my BRK in the tax deferred IRA. I’m basically locked into holding my non-IRA BRK, still the majority of my portfolio, because of capital gains taxes and the hope of a step-up for my heirs. Then they can decide if they have better options.

What are you folks doing?"

I have done the same. There have been some very good high yield options for IRA money, and for the sake of diversity if nothing else, all the BRK in my IRA's has been replaced with other investments. The taxable BRK has become quite substantial. I definitely don't want a dividend.
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