mhc wrote:You've got it. Sell the ones with the least tax burden unless you would not have to pay cap gains taxes due to your tax bracket.
I'm going to look into opening an IRA with Vanguard, thanks a lot Paul!
Epsilon Delta wrote:On the other hand following this to its logical conclusion TSM could be a partial wash sale with any stock.
inbox788 wrote:Yes, what goes down must come up.
lifebeckonss wrote:I am thinking of changing it such that the SCV goes in Roth, and only Total Stock and Total Intl. remain in taxable. Better for both tax efficiency and ease of TLH I think.