“Donating long-term appreciated investments… avoid paying taxes on those long-term capital gains… you can also deduct the contribution up to a limit of 30 % of your AGI”
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Said on Motley Fool Hidden Gems Investing
“If you're looking to make sure that you get all your money in, don't get confused with the IRA deadlines... employee contributions must be by year-end.”
Stephanie McCullough · Take Back Retirement · Your Year-End Financial Checklist: 10 Things to Review Before December
Play from 2:56
2:56
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What was described
Check retirement account contribution deadlines and adjust payroll deductions before year-end to avoid missing 401(k)/403(b) limits
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“Donating appreciated stock… you avoid paying capital gains tax… still get to deduct the full fair market value”
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Amanda Kish
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“For non-deductible home loan portion, an offset is generally preferred over relying on a redraw precisely because it avoids any risk of mixing funds”
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