Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
New resolution
Old 04-01-2015, 11:28 PM   #1
Recycles dryer sheets
Dd852's Avatar
 
Join Date: Jul 2013
Location: London/UK
Posts: 212
New resolution

Tax time this year was pretty depressing - mainly due to some rebalancing I did and all the cap gains that triggered. Of course I knew what I was getting into and of course I knew how much... But psychologically there's a difference between knowing and paying!

So new resolution: no more big rebalancing. Future rebalancing will simply be done by taking "needed" withdrawals from overweight areas (not including my belly).

I'm tired of tax bills!


Sent from my iPhone using Early Retirement Forum
__________________

__________________
Dd852 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 04-01-2015, 11:43 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2004
Posts: 11,615
Quote:
Originally Posted by Dd852 View Post
So new resolution: no more big rebalancing. Future rebalancing will simply be done by taking "needed" withdrawals from overweight areas (not including my belly).

I'm tired of tax bills!
If you aren't doing it already, consider having your dividends sent to a money market fund and use that "slush fund" to rebalance into the underweight areas (or, with a little more work, avoid the MM fund and its performance drag and have the dividends sent directly to buy more shares of the underweighted funds throughout the year--but this requires more frequent checking on things).
__________________
"Freedom begins when you tell Mrs. Grundy to go fly a kite." - R. Heinlein
samclem is online now   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
New year's resolution: sanity! palomalou Other topics 0 09-07-2011 07:12 PM
New Years Resolution thefed Other topics 10 01-02-2010 03:34 PM
Your New Year's Resolution TromboneAl Other topics 43 01-05-2008 01:06 PM
Optimal scanning resolution for 35mm negatives Sam Other topics 12 01-13-2007 09:17 AM
New Year, New Resolution, Same Results Eagle43 Other topics 1 02-02-2005 10:38 AM

 

 
All times are GMT -6. The time now is 12:58 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.