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Author: KrisAdAstra One star, 50 posts Mission Olympia 2 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 120819  
Subject: Re: Portfolio rebalancing and tax consequences Date: 7/9/2011 10:50 PM
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Thanks everyone for the advice. I actually did not know that it was the amount OVER that gets taxed, which is really great news to me. We'll only be over the 15% bracket by a bit. I was concerned that the whole capital gain would be taxed - so that's a load off.

I don't have a Kansas connection - born and bred in New York.

One of you mentioned that I could "gift" the stock to someone else. Can I "gift" stocks into a Coverdell ESA or 529 plan for my son? Is that possible without triggering tax liability?

The idea of setting up trailing stop orders is also a good one. I wonder if it costs money to have those orders in place for a while before they get activated...

Thanks,
Kris
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