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Retiree's 1,000 Meta shares grew 16x, holding till death avoids $85K tax on gains for heirs.

Market News
09 Nov 2026, 04:41 WIB
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Bullish
Retiree's 1,000 Meta shares grew 16x, holding till death avoids $85K tax on gains for heirs.

A retiree who bought 1,000 Meta shares at $38 in 2012 now holds $610,150 worth, a $571,918 gain. Holding the shares until death allows heirs to inherit them with a stepped-up cost basis, avoiding capital gains tax and saving $85,788 compared to gifting shares during life. Selling shares gradually reduces tax exposure while balancing risk. The decision depends on individual financial needs and risk tolerance, with holding until death being the most tax-efficient if large losses can be tolerated.

Meta Platforms Inc (META) shares are currently priced at USD 615.18 on Pluang, down 2.35% in the last day. The stock's market cap stands at $1.56 trillion, with a 52-week trading range between $525.72 and $777.59. These figures are as of Nov 09, 2026 09:21 WIB.

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