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Old 12-01-2019, 02:19 PM   #581
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Old 12-02-2019, 04:09 PM   #582
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Old 12-07-2019, 03:02 PM   #583
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Old 12-07-2019, 03:42 PM   #584
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Just delighted to be up over 20%, and we have already started rebalancing.
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Old 12-07-2019, 04:58 PM   #585
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Old 12-07-2019, 05:04 PM   #586
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Just delighted to be up over 20%, and we have already started rebalancing.
Eh, I thought you normally do this in January. You also said your husband already cashed out a bunch of Apple stock.

Are you doing DMT now?
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Old 12-07-2019, 05:12 PM   #587
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Old 12-07-2019, 05:41 PM   #588
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Eh, I thought you normally do this in January. You also said your husband already cashed out a bunch of Apple stock.

Are you doing DMT now?
My husband does his own thing in his IRA.

I do normally rebalance in Jan, but due to tax considerations, I’m pulling some of the rebalancing into this year. I’ve already passed the IRMAA threshold I thought I might stay under, so I have room to recognize more 2019 income without it getting worse. I have a lot of rebalancing to do. Some of the funds I want to trim before their ex-div date.
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