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This conversion feature illustrates the importance of considering the anticipated holding period in choosing a share class.<br />Class C Shares.
Whether the owners funds are currently deposited into a 90-day Certificate of Deposit or Corporate Aaa Bond, consideration must be given to the anticipated holding period should the owner acquire this particular property.
These factors include the future prospects of the stock, its percentage of your total portfolio, your anticipated holding period, proportion of net unrealized appreciation to cost basis, your age, and the degree of step-up realized by your heirs that would avoid income tax if received outside of the IRA.