Dash man
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We’re about 55% capital gains, but we select from the most highly appreciated stocks to donate to our donor advised funds, and we do tax loss harvesting when we can.
Our kids will benefit from the step up in basis when the time comes. Our Roth accounts will just reinvest dividends while we live off taxable dividends and interest along with tIRA withdrawals. We’ll also take some capital gains from our taxable account if we don’t want to drive taxes too high.
Our kids will benefit from the step up in basis when the time comes. Our Roth accounts will just reinvest dividends while we live off taxable dividends and interest along with tIRA withdrawals. We’ll also take some capital gains from our taxable account if we don’t want to drive taxes too high.