1. Give to charity via Donor Advised Fund
2. Continue to hold them and turn off automatic reinvestment of dividends and cap distributions. Worst-case scenario, the stock tanks during your lifetime (although you'd be able to deduct the losses). If you hold long enough, your heirs inherit it with a stepped up basis (if the law doesn't change).
3. Sell them gradually over multiple years while staying in the same cap gains tax bracket.
This might be helpful: https://www.bogleheads.org/wiki/Paying_ ... itch_funds
2. Continue to hold them and turn off automatic reinvestment of dividends and cap distributions. Worst-case scenario, the stock tanks during your lifetime (although you'd be able to deduct the losses). If you hold long enough, your heirs inherit it with a stepped up basis (if the law doesn't change).
3. Sell them gradually over multiple years while staying in the same cap gains tax bracket.
This might be helpful: https://www.bogleheads.org/wiki/Paying_ ... itch_funds
Statistics: Posted by tashnewbie — Tue Jan 23, 2024 7:54 am — Replies 18 — Views 1767