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Tag: Appreciated Stock

January 1, 2025

Funding Graduate School by Gifting Appreciated Stock

If you have a student beginning graduate school, you may be looking for the best source of funds for the tuition payments. Clients who plan on funding all or a portion of the tuition for adult children or relatives often ask what the optimal funding method is – especially if other allocated savings, such as [...]

Katie Mietus
Contributions from: Katie Berntson, CFP®

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