Successione ETF vs Azioni: la differenza fiscale che nessuno ti dice

👉 Contact us here: [email protected] ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ➡️ Subscribe to our YouTube channel to stay up-to-date on upcoming videos by clicking the SUBSCRIBE button on this page. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ INDEX: 00:00 Introduction 02:16 Miscellaneous Income VS Capital Income 03:29 Example 1 05:30 Succession of ETFs and Mutual Funds 08:33 Capital Losses 10:20 Example 2 10:45 Foreign Brokers/Banks 14:50 ETCs/ETNs 15:54 Joint Ownership 18:30 Capital Tax Succession 7:45 ​​PM Example 3 8:37 PM Conclusions ▬ ... Did you know that inheriting an ETF can cost you thousands of euros in upfront taxes, while inheriting individual stocks is completely exempt from capital gains taxes? When it comes to estate planning and investments, there's a rule in the Italian tax system that almost no one knows about, yet it creates enormous disparities in treatment. In this video, we analyze in detail what happens to an investment portfolio in the event of death and transfer to heirs. We'll discover the fundamental difference between Capital Gains (ETFs, Mutual Funds) and Other Income (Stocks, Bonds, ETCs, ETNs, etc.). While stocks have a tax step-up mechanism (which eliminates taxes on past gains), ETFs are subject to immediate taxation on accrued capital gains. Capital losses, on the other hand, are not inherited and are lost forever. We'll look at concrete numerical examples, what happens with joint accounts, and much more. In this video, you'll learn: ✅ The tax difference between stocks and ETFs in inheritance. ✅ What is the "Step-Up" of the load price and why it saves you from taxes. ✅ How to calculate the tax on unrealized capital gains on mutual funds and ETFs. ✅ The problem of uncompensated capital losses ("Tax Backpack"). ✅ How joint accounts and foreign brokers are managed. ▬ ... (ETFs vs. Stocks) Capital Gains in Inheritance: The Tax Paradox of ETFs and Funds ➡️OTHER SOCIAL MEDIA CHANNELS Alessandro's Instagram: https://www.instagram.com/businaro_fi... Andrea's Instagram: https://instagram.com/andrea.stevanin... Alessandro's LinkedIn:   / alessandro-b-   Andrea's LinkedIn:   / andrea-stevanin   Alessandro's Facebook: https://www.facebook.com/profile.php?... Andrea's Telegram: https://t.me/StevaninAndrea ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ⚠️ DISCLAIMER ⚠️ This information has been compiled to the best of our knowledge and technology. This video is not intended to be exhaustive but is for informational purposes only. The publication of this video does not constitute a solicitation of public savings. The information and any other opinions expressed in this video are current as of the date of publication and are subject to change. We shall not be held liable for any damages, including those resulting from inaccuracies and/or errors, that may be incurred by the user and/or third parties from the use of the data contained in this document. Furthermore, we cannot be held liable for any indirect, consequential, or incidental damages, including, but not limited to, lost profits or revenue, business interruption, or loss of data resulting from the use, inability to use, or reliance on the materials contained in this channel. We assume no responsibility for the tax treatment of the instruments illustrated. The opinions expressed by us are independent of any assessment of the risk profile and/or suitability and are considered "Investment Research" pursuant to art. 27 of the Joint Consob and Bank of Italy Regulation of October 29, 2007, has been prepared for informational purposes only and does not constitute investment advisory services, which require an analysis of the individual user/client's specific financial needs and risk profile. Nor does it constitute a general solicitation of investments in financial instruments. If users intend to carry out any transactions, they should not base their decisions solely on the information provided in this document. They should consider the relevance of the information to their decisions, taking into account their investment objectives, experience, financial and operational resources, and any other circumstances.