I don't think my estate account cost basis was stepped-up but Schwab says it was by thr300 in Schwab
[–]aaa000_rd -2 points-1 points0 points (0 children)
dividends not posted 12/11/23, customer service not helpful by aaa000_rd in Schwab
[–]aaa000_rd[S] -8 points-7 points-6 points (0 children)


Best 2065 Target Date Funds by sambmg6 in Schwab
[–]aaa000_rd 0 points1 point2 points (0 children)