Search found 4 matches

by RedSox1
Tue Dec 03, 2019 7:39 am
Forum: Personal Investments
Topic: Investment Advice - LTCG Opportunity
Replies: 8
Views: 538

Re: Investment Advice - LTCG Opportunity

Thank you all for the inputs. If you have funds in a traditional account, converting to Roth at 12% might be even better than tax gain harvesting - if you expect to be in the 22% (or higher) brackets later on. FiveK - My IRAs and TSP are both in ROTH and max'd out separately. The fund I am planning ...
by RedSox1
Mon Dec 02, 2019 6:05 pm
Forum: Personal Investments
Topic: Investment Advice - LTCG Opportunity
Replies: 8
Views: 538

Investment Advice - LTCG Opportunity

Frequent reader and first-time questioner.  Facing an investment decision and need advice.  I am military and was deployed for half of last year resulting in a reduced AGI for tax purposes.  Because of my deployment, our current AGI will be ~$69,000 – slightly below the threshold for paying 15% LTCG...
by RedSox1
Thu Dec 20, 2007 2:49 pm
Forum: Personal Investments
Topic: Portfolio Adjustment Advice
Replies: 6
Views: 1596

Mel,

Hello. I am eligible for the TSP, however I have never contributed to them in the past.

Chase
by RedSox1
Thu Dec 20, 2007 11:06 am
Forum: Personal Investments
Topic: Portfolio Adjustment Advice
Replies: 6
Views: 1596

Portfolio Adjustment Advice

I am new to this forum and only recently learned about it in Money Magazine but I am enjoying what I have seen so far. It is the time of year that I rebalance my portfolio and would appreciate any advice members are willing to provide me. I am considering a change to my portfolio to increase the per...