Thank you for your feedback! I will move forward with this approachYour 4 step process is a good plan.I didn't get any comment regarding the 4 step strategy, but really appreciated @retired@50 post to use the specified lots to implement the strategy. Thank you!
The only thing I may keep an eye on is the marginal tax rate. If you are a high earner and already pay NIT and have lost all tax credits, then it may not matter.
As you know, the risk reduction by diversifying comes with a tax cost. You have to decide the right balance for you.
Statistics: Posted by Jary316 — Thu Feb 01, 2024 2:30 pm