Young master Dewlar's grandparents bought him a number of shares in fund for him when he was born.
Ten years later, the value has grown significantly. Unfortunately, the account they opened was very tax-unfavorable. We decided to rip the bandaid last year and sold off the holding and placed the capital in a tax-favored account. Tomorrow, with his dividends for the past 3 months, he has collected the entire residual tax.
The money factory when it works best!
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