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Chemist2

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Chemist2

Re: rosemountbomber post# 176703

Wednesday, 02/20/2019 3:22:50 PM

Wednesday, February 20, 2019 3:22:50 PM

Post# of 425915
What you say is correct for TAXABLE accounts; in my case and my friends case(I made her enough, she retired 12/31/2018) it is almost all in
Roth and T-IRA accounts so there will be no LTCG in BO. Another option,
that I had my friend use, was to give enough $ away(contribute to a DAF)
so that she was/will be at 0% LTCG rate for the stock sold(Called away)
from her taxable account!
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