Personal Investments • Portfolio Review Appreciated

Tax Filing Status: Married Filing Jointly, 0 children

Tax Rate: 22% Federal, 8.25% State

Welcome to the forum.

I'd suggest you start paying more attention to income taxes.
These two links from the Boglehead wiki should help.

https://www.bogleheads.org/wiki/Tax-eff ... _placement

https://www.bogleheads.org/wiki/Placing ... ed_account

Regards,

Thank you, retired@50. I will definitely read the recommended materials. I've begun to realize just how important tax efficiency is in planning for retirement. We've made some mistakes along the way by only relying on a simple tax program.

Statistics: Posted by Leiho'a — Tue Jul 30, 2024 1:06 pm — Replies 10 — Views 680

---