It appears that the OP wishes to invest much more per year than the $10K/person/year limit to a taxable account.No need to make this so complicated. Invest in I Bonds which offer tax deferral for up to 30 years and are free from state and local taxes.
Statistics: Posted by Northern Flicker — Mon Dec 25, 2023 12:54 am — Replies 38 — Views 1205