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New taxable portfolio
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05-20-2015, 10:35 AM
I consider them one portfolio, and I try to sort the higher current yield stocks into the Roth to minimize taxes, as well as REITs to simplify taxes. I rarely have the same stock in both, although right now I have doubled up with some GILD in my Roth hoping to capture some tax free growth.
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| Messages In This Thread |
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New taxable portfolio - by navyasw02 - 05-20-2015, 01:11 AM
RE: New taxable portfolio - by rapidacid - 05-20-2015, 06:29 AM
RE: New taxable portfolio - by Kerim - 05-20-2015, 08:11 AM
RE: New taxable portfolio - by EricL - 05-20-2015, 08:33 AM
RE: New taxable portfolio - by earthtodan - 05-20-2015, 10:35 AM
RE: New taxable portfolio - by rayray - 05-20-2015, 10:41 PM
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