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‘Invest, borrow against it, and die’: Scott Galloway explains how the rich avoid long-term capital gains taxes
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It's not limited to the rich, but according to the end of the article:

"Borrowing against your shares is an attractive strategy to minimize taxes. However, in many ways this tool is better suited to wealthy individuals who have excess cash and a well-diversified portfolio of different assets to weather the downside risks.

For individuals in a lower tax bracket who have less cash and assets at a brokerage firm, the risks might outweigh the benefits of this strategy."

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Getting downvoted for posting what's literally in the article... gotta love it.

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2 months ago