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Author: Baltassar 🐝  😊 😞
Number: of 41813 
Subject: Re: Ot scaling back stocks
Date: 01/05/2025 2:42 PM
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Tax considerations making me delay selling more.

This has become a serious issue for me as well. To the extent that my damn-the-torpedoes in-or-out approach made sense for me, it was at least partly because most of my money was in tax deferred retirement accounts. That is still true, but not as true as it once was.

I spend more time thinking about this than any other investment issue. Moving toward a more diversified, 60/40-ish arrangement in the cash account would in itself produce an eye-watering tax bill.

I am the first to admit this is a good problem to have; but it still counts as a problem from my perspective.

Baltassar






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