Search found 2 matches
- Mon Jul 01, 2013 7:26 pm
- Forum: Investing - Help with Personal Investments
- Topic: Avoiding tax losses
- Replies: 7
- Views: 760
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...
- Mon Jun 17, 2013 3:46 am
- Forum: Investing - Help with Personal Investments
- Topic: Avoiding tax losses
- Replies: 7
- Views: 760
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 ...