Marshall Johnson · Retire With Purpose - The Retirement Podcast · The Hidden Tax Drag That Could Cost You Millions
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
advocates using ETFs that employ in-kind creation/redemption to defer capital gains
“That's where you generally want your high growth potential, but tax efficient. So maybe if you own any stock index funds, things of that nature to benefit from the long-term capital gains. Tax deferred accounts, that's usually less tax efficient, but maybe lower return potential”
“Donating appreciated stock… you avoid paying capital gains tax… still get to deduct the full fair market value”
“Structures such as private ancillary funds can be worth exploring... they get their own tax regime... a large charitable donation can be particularly useful in a year where you've realised a substantial capital gains event”
“When it comes to things like… tracking capital gains tax and tax liabilities, you have ShareSite, you have Novexa… can be really helpful”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.