Ask a YFP CFP® #35: What is the best way to redistribute my stock portfolio to minimize tax implications?

Sep 14, 2020

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Anthony in Houston, Texas: What is the best way to redistribute my stock portfolio to minimize tax implications?

Mentioned on the Show:

• YFP Planning
• YFP 072: Investing Mind Tricks: How Behavioral Bias Affects our Decisions
  
• YFP 073: How to Determine the Priority of Investing
  
• YFP 074: Evaluating Your 401k Plan
  
• YFP 075: DIY, Robo or Hire a Planner?
• YFP 076: Investing Rapid Fire Q&A
  
• Send in your questions here or to [e-mail]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.