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Personal Finance (Not Investing) • Help in simplifying portfolio

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One thing you are missing is that you can give away your VB, not pay any long-term capital gains tax, and get a tax deduction (if you give to charity and can deduct the charitable giving as an itemized expense).

Or give to your friends and family now. They will get your cost basis, so maybe they have carryover losses that they can use when they sell.

Statistics: Posted by livesoft — Mon Mar 04, 2024 5:42 pm — Replies 1 — Views 52



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