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Personal Investments • Re: UHNW Situtation

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It might help to reframe your thinking- you don't have $27M of that stock- you have whatever the post tax value is. If it were all long term gains, then you have 80% of $27M or $21.6M, minus whatever state taxes you might owe. Trying to avoid tax sometimes leads people to make bad decisions, when in fact, owning the asset free and clear of taxes simplifies your existence and reduces risk of higher future tax rates, etc. Don't underestimate the value of that.

Statistics: Posted by WWJBDo — Mon Jul 15, 2024 2:57 pm



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