Agree completely on when I need income, I sell shares …. choosing the EFT and specific lot to minimize the taxable; the LT capital gain. I look for yield and minimal distributions in my taxable account equities.
Steve - extremely interesting writeup; thank you for writing. You mentioned you need the income of the less than tax efficient JEPI. Have you thought of generating “income” through selling LT capital gains to get a more favorable tax outcome?
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Good link Jonathan. An aside, it’s interesting how Microsoft has rebounded.
Post: Yielding Results
Link to comment from December 23, 2023
I should have said total return, not yuekd
Post: Yielding Results
Link to comment from December 23, 2023
Agree completely on when I need income, I sell shares …. choosing the EFT and specific lot to minimize the taxable; the LT capital gain. I look for yield and minimal distributions in my taxable account equities.
Post: Yielding Results
Link to comment from December 23, 2023
Steve - extremely interesting writeup; thank you for writing. You mentioned you need the income of the less than tax efficient JEPI. Have you thought of generating “income” through selling LT capital gains to get a more favorable tax outcome?
Post: My Four Favorites
Link to comment from December 16, 2023
Be aware that riders = fees
Post: Retirement Roulette
Link to comment from November 25, 2023