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3 reasons to talk about managing capital gains

from Enterprising Investor

The current market environment has left many tax-sensitive investors with concentrated, highly appreciated assets in their portfolios. Unless they plan to donate or die holding these assets, they will eventually sell and pay taxes on the gains. The value added by deferring capital gains depends on the size of the embedded gain, the amount of time that gain can be deferred, the future return on the asset, and an investor’s current and future tax situation. more


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