
Insights
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 [...]

Contributions from: Katie Berntson, CFP®
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