 Quote:
Originally Posted by statsman
I was wondering the same thing. For a couple like my wife and I who are still working, live in a high-tax state (CA), and who have been smacked the last couple of years by the AMT, avoiding extra income at this time and deferring as much of the gains as possible (in a taxable account) until retirement would seem to be a good plan. Is there a flaw in my thinking?
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yeah, what if you decide to change funds now, or go to another style etf before you retire..... those large accumulated gains can really hammer you now. the real problem is when it puts you over the line for the amt.
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