Plus one can do pairs of trades. For example, sell equities in taxable, but at same time exchange from fixed income to equities in tax-deferred. The net result is reducing fixed income allocation and not reducing equities allocation.For all readers this is a reminder that a good system is to maintain a target asset allocation by adding to during accumulation or withdrawing from during retirement so as to drive the allocation to target. ....
Statistics: Posted by livesoft — Mon Dec 09, 2024 7:45 am — Replies 9 — Views 1280