Sentences with phrase «onto appreciated securities»
Leave to family — If you want to avoid realizing the gain and can afford to bear the concentrated risk of the position (i.e. you will not need it for your own living needs), holding onto appreciated securities to pass on at your death may make sense.
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And in the case of appreciated securities, you may deduct the full fair market value of your gift once you have held onto the securities for at least one year.