Gifting stocks can be a great idea. Whether you give one share, 100 shares, or even more, gifting a stock can help loved ones build their wealth. It can also be an ideal way to donate to the charity of your choice.
Ways to Gift Stocks
Stock Certificate Transfer:
Brokerage Account Transfer:
Implications, Rules and Taxes
For the Recipient:
For the Giver:
It’s important to understand the potential implications of what you decide to give as a part of your estate plan. To determine if gifting stocks is an option for you and your loved ones, contact the office to discuss what makes sense for you.
This material was developed and prepared by a third party for use by your Registered Representative. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. The content is developed from sources believed to be providing accurate information.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.
How Much Do You Know About Gifting Stocks?
May 23, 2023