#stocks held since 1990s

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#78-year-old #brokerage #brokerage account #capital gains #estate planning #loan #stocks #tax #tax-free

At 78 He'll Need $150,000 Without Tax
An 78-year-old can borrow against stocks held since the 1990s to access $150,000 tax-free until death.
24/7 Wall St. · 1m