Search found 6 matches

by KDF
Wed Nov 06, 2019 10:48 am
Forum: Investing - Theory, News & General
Topic: Tax Disadvantage of Index Funds
Replies: 10
Views: 1063

Re: Tax Disadvantage of Index Funds

Thank you to everyone for their replies. I was wrong on my facts, and value that it was pointed out to me.
by KDF
Wed Nov 06, 2019 8:03 am
Forum: Investing - Theory, News & General
Topic: Tax Disadvantage of Index Funds
Replies: 10
Views: 1063

Tax Disadvantage of Index Funds

When analysts and authors list out the advantages and disadvantages of owning index funds vs. individual stocks, I have yet to find any information on the clear tax disadvantages of owning index funds. Dividends on common shares are qualified and taxed a top federal rate of 20%, while dividends paid...
by KDF
Mon Jun 25, 2018 7:57 am
Forum: Personal Investments
Topic: Caps Gains Tax Strategy
Replies: 12
Views: 1253

Re: Caps Gains Tax Strategy

I have already sold the asset. I am just looking to offset or delay the cap gains by potentially creating a set of inverse positions (I don't have any loses to harvest).
by KDF
Sun Jun 24, 2018 9:37 pm
Forum: Personal Investments
Topic: Caps Gains Tax Strategy
Replies: 12
Views: 1253

Re: Caps Gains Tax Strategy

The asset was GBTC. It had seen a meteoric rise and I thought it had peaked (which it had). My main questions are: 1.) how does a realized cap gain potentially change the in year risk / reward calculus, 2.) is there anyway to move the gain into next year? For example, if I bought options and lost 80...
by KDF
Sun Jun 24, 2018 12:52 pm
Forum: Personal Investments
Topic: Caps Gains Tax Strategy
Replies: 12
Views: 1253

Caps Gains Tax Strategy

Unfortunately, I am sitting on $80K in realized short-term capital gains. I am effectively in a 50% marginal tax bracket, and will have to pay $40K in taxes. I would appreciate any thoughts on how I might evaluate potential investments in light of my tax situation. Here are some thoughts: 1. Buy 80K...
by KDF
Tue Jan 16, 2018 12:04 am
Forum: Personal Investments
Topic: Retiring at 46 - Need Help with Allocation
Replies: 10
Views: 1800

Retiring at 46 - Need Help with Allocation

I want to thank everyone in advance for any insight or feedback that they are able and willing to provide. I am 6 months away from my planned retirement at age 46. I have $2,500,000 currently invested across a range of assets and my approx. current allocation is: VTI - 20% VEU - 20% Muni Closed End ...