Q&A: Donating $8M, Borrowing $36K For A “Career Start” Loan & $6M In Single Stocks
Rich Habits Podcast
Question: How do we rebalance millions in single stocks without capital gains?
Jackie asks about switching individual stocks to ETFs inside a SEP IRA; Austin and Robert explain tax-free trades within IRAs and advisor fee concerns.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!
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