Tax questions on stock gains and estate planning
A reader asks how capital gains tax affects a two month stock gain for a 65 year old semi retired investor. Sam Shulsky notes gains are taxable even in low brackets and discusses trading purposes, portfolio needs, and tax safeguards. A second reader wonders about using life insurance cash value for income and estate tax planning, suggesting discount treasury bonds to lower estate tax in retirement.
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Treasury
Cedar Rapids Gazette Billing and Publication Details
The Cedar Rapids Gazette established 1883 by The Gazette Co publishes daily and Sunday from 500 Third Ave SE Cedar Rapids IA 52406. Night and Sunday editions offer various subscription rates with mail restrictions and AP exclusive republication rights.
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Cedar Rapids
Iowa
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the Investor’s Guide
Sam Shulsky
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Lindale Plaza
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