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Re: Boris the Spider post# 561158

Wednesday, 02/27/2019 12:57:09 PM

Wednesday, February 27, 2019 12:57:09 PM

Post# of 733680
Boris, as to LTCG, if we were to receive shares of a publicly traded company it would tie to the time line of this investment which meets the LTCG rule. If you and your spouse make over $244k in 2019 then its 20% upon the sale of that asset. If your brokrage account is a Roth where your CUSIPs reside then you pay zero tax as you paid that tax upon the purchase. I hope that helps
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