dh wrote:Calm Man wrote:I am annoyed at TSM. It is now 5% nonQDI. Why?
That is a surprise to me too. Is the difference that Total Stock Market holds small cap REIT's?
deanbrew wrote:So, by 'lowlands', you actually mean 'swamp'?
fredjohnson wrote:Give it to a charity. Get a written appraisal for $50,000. Take a tax deduction. If it was me--I'm in the highest tax bracket---it would save $30,000 in income taxes in 2013.
Rick Ferri wrote:ETFs are an ideal way to invest in value stocks because turnover does not generate taxes (DFA should start offering ETFs for this reason).
billyt wrote:I don't know about the 0.25% purchase fee. That is paid into the fund. If I establish a position in the fund, then I am collecting that extra 0.25% from other buyers until it is discontinued.