Recent content by Floridasky

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    Advice needed for taxable portfolio over 2 million

    Thank you everyone for your replies. In summary: 1) I will consider and pursue doing 50/50 Roth 401k and 401k. (8.75k and 8.75k) to hedge unknown tax consequences 2) I will continue backdoor Roth IRA (11k) 3) I will continue to receive 12k PSP (employer deferred trad 401k) 4) I will continue to...
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    Advice needed for taxable portfolio over 2 million

    Thank you kindly in advance for reading. Emergency funds: 6 months expenses in checking account Debt: no debt – house and car paid off Tax Filing Status: Married Filing Jointly Tax Rate: 28% Federal, no state income tax State of Residence: Florida Property taxes: $9000/year ($450k house) Age...
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