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re: Avoiding capital gains taxes when reallocating portfolio
Posted on 7/9/14 at 11:15 am to Ole War Skule
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
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