I've struggled with the liquidity vs. tax efficiency trade-off for some time. I like the solution you proposed in the last paragraph, but believe you would need to be mindful of "wash sale" restrictions when replacing the stock position in the retirement account. Is that a valid concern?
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I've struggled with the liquidity vs. tax efficiency trade-off for some time. I like the solution you proposed in the last paragraph, but believe you would need to be mindful of "wash sale" restrictions when replacing the stock position in the retirement account. Is that a valid concern?
Post: Munis vs. Taxables (II)
Link to comment from April 9, 2024