351 | Year End Tax Planning 2021
ChooseFI
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Donor Advice
Brad: Don't sell appreciated stock, just move it into the donor advise fund. You're never paying the tax on that unrealized gain, never. So i think there are a lot of folks in the audience, especially in the early retire community, who shouldn't be giving cash to charities any more. What they should do is move appreciated stock into a donor advise fund and then give cash donations out of the donor advised fund to charity.
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