Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Ideas on reducing taxes on a huge capital gain"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]We set up a DAF about 15 years ago using a lot of appreciated stock. Since then every year we gift out most of the prior years gains such that what is in the DAF today is modestly larger than what we originally put in. It’s the gift that keeps on giving. Just recently we made another large contribution to the DAF to offset some large capital gains. About five years ago we set up a CRUT and each year we take out 5% (minimum amount required) but setting it up required a lawyer and every year we have to file a trust return which costs money itself. A CRUT is only worth it if you are putting in a lot of money. For most people a DAF is the smart way to go. Fidelity has a really good DAF. [/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
