Question: George and Cecelia wish to leave their estate to their niece Annie and to their favorite charity, the American Red Cross. Which of the following

George and Cecelia wish to leave their estate to their niece Annie and to their favorite charity, the American Red Cross. Which of the following assets is the least efficient to leave to Annie?

  1. They have a Roth IRA worth $550,000.
  2. They have a 401(k) worth $550,000.
  3. Their Apple stock has a basis of $10,000 and is now worth $550,000.
  4. Their home is worth $550,000. They purchased it 10 years ago for $100,000.

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