only thing to add is if you plan to tax loss harvest in taxable don't hold the same funds there that you hold in the retirement accounts because you could inadvertantly cause a wash sale. Also if you plan to tax loss harvest in taxable, don't reinvest dividends in taxable, but send to settlement for the same reason as above. Finally, make sure to set taxable account to SpecID to make it easy to determine which lots to sell, which also comes in handy when tax loss harvesting, if you plan to do that.
Statistics: Posted by arcticpineapplecorp. — Tue Jan 28, 2025 9:24 pm — Replies 7 — Views 531