Yes dividends from taxable should usually be your first line of spending because they are already taxed and are in cash although tax loss harvesting is always something to consider.
Yes, I am starting to get overweight in stock funds in my taxable account. Another thought I had is that I should turn off all the dividend reinvestments in my taxable account and direct them to the money market fund. Then withdraw cash for living expenses from the money market fund. Correct?
Statistics: Posted by placeholder — Wed Apr 10, 2024 1:02 am — Replies 19 — Views 1881