The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding the cycle of investing may help you avoid easy pitfalls.