86: Legacy Holdings in Taxable Account

12.27.2018 - By White Coat Investor Podcast

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A listener emailed me who is lucky enough to get a generous gift every year from their grandparents of $14,000 in stocks. He wanted to know what I thought they should do with it. I address what to do with individual stocks in your taxable account, the pros and cons of selling them vs keeping them as a legacy holding in your portfolio in this episode.

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