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Re: Avoiding tax losses

Emergency funds: No need for emergency funds Debt: Debt is currently managed Tax Filing Status: Married, 3 children Tax Rate: 35% State of Residence: DC Age: 48 Desired Asset allocation: 60% stocks, 40% bonds Desired International allocation: 10% of stocks 6 figures Current retirement assets Her Rot...
by sirweffington
Mon Jul 01, 2013 8:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Avoiding tax losses
Replies: 7
Views: 623

Avoiding tax losses

Hey Boglehead members, I am 48 years old and am considering re-balancing my portfolio. Recently I came into a good bit of money and want to invest it for my retirement, I currently have a mixture of 50% bonds and 50% stocks. How would you recomend re-balancing my portfolio so I can avoid tax losses ...
by sirweffington
Mon Jun 17, 2013 4:46 am
 
Forum: Investing - Help with Personal Investments
Topic: Avoiding tax losses
Replies: 7
Views: 623

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