Maybe if you read and understand the wiki page on tax efficient fund placement you'll feel better about buying stock funds in your taxable account. Incidentally, this will also create less taxable income, which should help with your other goals... ACA subsidies and Roth conversions.... I'm not super comfortable buying equities with my taxable CD proceeds (when they mature) from a sleep at night standpoint. I will, however, bumping up my equity position slowly in tax deferred accounts.
Regards,
Statistics: Posted by retired@50 — Wed Mar 27, 2024 9:45 am — Replies 5 — Views 333
