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Personal Investments • Should my dad just pay the taxes?

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To address the worry, I would
1 - turn off dividend reinvestment
2 - sell the shares with the least gains, such as anything bought more recentl.
3 - leave the rest alone, reassuring myself that the single stocks are well under 10% of the total portfolio. This is fine. I can sell them slowly during retirement.

Statistics: Posted by cchrissyy — Tue Apr 16, 2024 1:05 am — Replies 26 — Views 2101



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