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Financial Strategies Tag

07 Aug Donating Highly Appreciated Stock. It can give you a tax break. It can give a charity a tax break in the future.

Posted at 10:28h in Financial Advice, Investment Strategy, Wealth Management by Kevin Nast 0 Comments
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Why sell shares when you can gift them? If you have appreciated stocks in your portfolio (and you hold them in a non-qualified account that doesn’t get special tax treatment), then you might want to consider donating those shares to charity rather than selling them...

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