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.
So the Roth is the only tax advantaged space? No IRA or 401k or even 529?reisner wrote:The Roth is full of bonds, so I have only the Small Caps Index to work with there.
Do you have any other equities in tax-sheltered space? Or are those filled up with bonds already?reisner wrote:also selling a small and recent tax-sheltered investment in the Small Caps Index