As a mixed investment, maybe, but you have to weigh the cost benefit against the ten-year basis step-up.
As a mixed investment, maybe, but you have to weigh the cost benefit against the ten-year basis step-up.
I may need more details, but please remember that if you are deferring capital gains, your tax basis is zero. You could explore investing no deferral money, but you will not get the benefits the OZ sections provide.
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