I admit I only have equities in my Roth. But my tax deferred is much larger than my Roth so it’s easy for me to do.I like the ability to exclude my fixed income from Roth and taxable accounts for tax efficiency reasons. All equity in taxable makes annual taxes more predictable and possibly a step-up in basis for my heirs. All equity in the Roth has more tax-free long-term growth potential.
Statistics: Posted by BitTooAggressive — Sun Sep 15, 2024 6:57 pm — Replies 6 — Views 335
