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Mike Piper: bequest planning

Bogleheads® Live

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How to Avoid Tax Bills by Dying

Tax loss harvesting is selling an investment at a loss in a taxable account to potentially reduce for tax bill. Of course, you don't want to be harvesting losses where you're at the 0%. Tax bracket for long-term capital gains. One of the two best ways to get money during your lifetime is donating appreciated securities.

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