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Reply to "Long term holding in TWCUX, growth mutual fund"
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[quote=Anonymous]Look for tax-efficient funds, or move this to an account where growth is not taxable, like a Roth IRA. At your age, you can get catch-up I believe, or just over-fund it. Next, do you give to charity? Give the appreciated stock instead of money. You get to take the charitable donation at today's market value, and no taxes on the gains because you donated the stock instead of realizing the gains. Double tax benefit.[/quote]
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