going back up the thread by a few posts, to the comment made by Jack FFR
To do this, you don't want income. Income is bad.
Perhaps I am ignorant, but isn't this like the tail wagging the dog?
Doesn't strictly minimizing income eventually lead to a large "unused" portfolio?
We each have different goals, so I am trying to understand it - so to me it seems like a way of ensuring you pass away
and leave behind a large portfolio - but if that is your goal? ok, then - just trying to understand the goals here,
yes tax minimization for the short term, but what about for the long term?
To do this, you don't want income. Income is bad.
Perhaps I am ignorant, but isn't this like the tail wagging the dog?
Doesn't strictly minimizing income eventually lead to a large "unused" portfolio?
We each have different goals, so I am trying to understand it - so to me it seems like a way of ensuring you pass away
and leave behind a large portfolio - but if that is your goal? ok, then - just trying to understand the goals here,
yes tax minimization for the short term, but what about for the long term?
Statistics: Posted by MrWasabi65 — Mon Dec 22, 2025 5:51 am — Replies 42 — Views 3478