“Great podcast over all. Could you do an episode on the Net Unrealized Appreciation. Specifically I have heard that there is tag saving on moving stock options after a trigger event to a brokerage account so potential tax savings. How would this change gross income in the year to pay less in taxes compared to other distribution methods. Thanks! Keep up the podcast.”
Casey-Casey via Apple Podcasts ·
United States of America ·
08/24/23