- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Avoiding capital gains taxes when reallocating portfolio
Posted on 7/9/14 at 10:16 am to LSUFanHouston
Posted on 7/9/14 at 10:16 am to LSUFanHouston
quote:
a portfolio's true value is something less than the bottom line on the quarterly statement.
so true, but hard to remember...and that value can change from year to year based on changes in tax policy or one's income
quote:
I've never heard of a like kind exchange for a stock portfolio.
neither have I, which is why I can't figure out what the Forbes guy is talking about...he mentions some 'services' that can do the exchange, but isn't more specific
quote:
Do you have any loss posistions you can sell in the same year?
nope, all positions in my taxable account have gains
1
Posted on 7/9/14 at 11:15 am to Ole War Skule
Again, I urge y'all to consider DONATING highly appreciated stock.
Do you make a tax-deductible gift to TAF when buying your LSU season tickets? (some seats in Death Valley require this donation) Do you write an annual check to your alma mater or your kids school? Donate the highly appreciated securities instead: you will receive the charitable contribution at full present market value, avoid ALL capital gains, and still have the cash you would have used to make the donation.
If your goal is to rebalance a portfolio, the appreciated securities donation can achieve multiple goals at once. Read more here: LINK
Do you make a tax-deductible gift to TAF when buying your LSU season tickets? (some seats in Death Valley require this donation) Do you write an annual check to your alma mater or your kids school? Donate the highly appreciated securities instead: you will receive the charitable contribution at full present market value, avoid ALL capital gains, and still have the cash you would have used to make the donation.
If your goal is to rebalance a portfolio, the appreciated securities donation can achieve multiple goals at once. Read more here: LINK
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News