All terms

Glossary · tax

Step-up in basis

In plain English

When you die, most of your assets get their cost basis reset to fair market value — heirs can sell immediately with zero capital-gains tax on pre-death appreciation.

A powerful reason many estate-planning strategies favor letting appreciated assets pass at death rather than gifting them during life. (Assets held in retirement accounts do NOT get stepped up — they come out as ordinary income.)

References

Educational information only. Mister AMS is not a law firm and does not give legal, tax, or financial advice. For your situation, consult a licensed professional admitted in your state.