Those questions are all affected by the sizes of the accounts, other incomes, portfolio AA, draw rates, and end use goals for the funds.I was intending my question to focus more on how to evaluate the value of preferential tax treatment of equities in Taxable and Roth accounts versus having little to no cash can in those accounts.
Statistics: Posted by smitcat — Mon Nov 18, 2024 6:44 am — Replies 8 — Views 398
