kaneohe wrote:wouldn't you have done better by just rebalancing to the original 50-50 allocation in the example given after each of the extreme moves?
Ketawa wrote:Use tax-adjusted asset allocation, and you'll see that you're not beating the system by doing this. You are just fooling yourself about how much risk you have in each account.
Tax-Adjusted Asset Allocation
cheese_breath wrote:Sell? Buy? Aren't we just talking a Roth conversion here? There is no selling or buying. Just converting and paying the tax.