But what's the cutoff of what's allowable? If there's any tax, then it's a definite no-go? E.g., 1¢ of LTCG results in 0.15¢ of tax. And in that case, does it matter if 1¢ is actually 1% gain or 10% gain?avalpert wrote:I wouldn't, don't really see an advantage to paying taxes now that can be deferred for later
Reno gets snow maybe a few times a year, but you'll probably only need to shovel once or twice (or never depending on where in the city). Pretty nice if you like mountain snow sports (Tahoe) -- you get to enjoy without the work!retiredjg wrote:Reno might work. Probably cooler than Las Vagas.
Maybe another way to ask the question is... would you draw more on the HELOC to invest?ouki wrote:The interest rate is historically low.
I've heard people say "Don't let the tax tail wag the dog," but are there examples of doing/not-doing something purely for tax reasons?Valuethinker wrote:investing decisions made for primarily tax related reasons
(187 / 2) ^ (1 / 60) = 7.86% annual growthwrysys wrote:turned a $2m inheritance into 187 million over 60 years
Meaning that $35k was sitting as cash in the 457B?bruingent wrote:my previous 457B plan has bad funds. So I did the roth conversion.