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Worried About The Markets? Lock In Investment Gains Now — Without The Tax Hit

Posted On August 27, 2019 By Clarfeld

Robert Clarfeld, CPA, CFP offers a strategy for charitably inclined individuals and investors who may be nervous about current market conditions. Namely, to gift now, rather than at year-end, to reduce portfolio risk without needing to recognize capital gains.

Source: https://www.forbes.com/sites/robclarfeld/2019/08/27/worried-about-the-markets-lock-in-investment-gains-now-without-the-tax-hit/#5e8f8d9e6d27

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