Erin Talks Money | Erin Moriarity

Erin Talks Money | Erin Moriarity

The Most Powerful Tax Break Your Heirs May Ever Get (Step-Up in Basis)

Aug 28, 2026 · 0:24:03

Listen to Episode

✨ AI Summary

Explains the step-up in basis for inherited investments.
Details how heirs can avoid capital gains taxes on growth.
Covers taxable accounts, stocks, ETFs, houses, and rental properties.

More from Erin Talks Money | Erin Moriarity

This Is Why Your Retirement Taxes May Shock You

Oct 12, 2026 · 0:18:20

401(k) ATTORNEY: Don’t Touch Your 401(k) Until You Watch This

Oct 9, 2026 · 0:46:20

I’m 60 With a $400,000 Windfall—But It’s All I Have

Oct 8, 2026 · 0:21:35

How Many Retirees Actually Run Out of Money?

Oct 7, 2026 · 0:23:04

View all episodes →