Post #3567 by InParadise on the Macroeconomic Trends and Risks board

Personal Finance Topics / Macroeconomic Trends and Risks

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Single-stock dispersion is at extreme levels.

This is one of the reasons why we are considering direct indexing with tax loss harvesting. We have so very much cash sitting on the sidelines and in a very first world problem it's throwing off too much in taxable income, keeping us from making changes to our accounts we need to make to improve our positions for tax treatment when RMDs start for DH in about 6 years, social security draws in 3. These two new income streams will also allow us to continue to add new money, and these stocks can get a step up in basis when inherited. While I am still of course concerned about the market going seriously south, at least we can get some benefit from it with the tax loss harvesting.

FWIW,

IP

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