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What is the tax impact of gifting someone stock?
Season 6 Episode 221
Are you considering gifting stocks to a loved one but worried about the tax implications? Want to share your financial blessings while being a good steward of your resources? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he explores the tax impacts of gifting stocks and ways to minimize them. What Is The Tax Impact of Gifting Someone Stock? With Ralph Estep, Jr.
In this episode, Ralph addresses a listener's question about gifting stocks to help with education expenses and delves into key points such as the annual gift tax exclusion, capital gains considerations, and strategies like contributing to a 529 Plan or using a donor-advised fund. Drawing from biblical principles and personal experiences, he emphasizes the importance of being a cheerful and wise giver. Discover how these strategies can help you maximize the impact of your generosity and navigate the complexities of gifting stocks while maintaining your financial stability and faith.
00:00 Episode Overview
00:56 Listener’s Concern
01:50 Bible Verse
02:29 Basics of Gifting Stocks
04:46 Strategies to Reduce Tax Impact of Gifting Stocks
06:29 Hypothetical Examples of Gifting Stocks
08:50 Recap
09:45 Actionable Steps
10:42 Final Thoughts
11:46 Outro
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Published on 1 year, 4 months ago