How to get out of highly appreciated stock? What if you don't need your RMD's?

07/10/2020 21 min Temporada 1 Episodio 2
How to get out of highly appreciated stock? What if you don't need your RMD's?

Listen "How to get out of highly appreciated stock? What if you don't need your RMD's?"

Episode Synopsis

During this show, we talk about John who bought $4,500 of Apple stock 20 years ago! How much is it worth today? We also talk about Mary who is a nurse who has a sizable 403B and doesn't need the money. What is the best way to pass these funds to her daughter? In this show, we will answer both of these questions!