10-16-2024, 12:47 PM
Billybob wrote:
Glad I saw this thread.
I was waiting for AAPL to hit $230 before making a contribution from my investment account to my charitable account. I was able to make the transfer at $234, so still above my target.
If it drops back to the mid $220s, I'll add some AAPL to my retirement account.
I used contributions to a Donor Advised charitable Fund to eliminate capital gains taxes on some very early AAPL stock. Almost all of my remaining stock is in a tax-deferred IRA, so not as big an issue.