I suggest holding different funds in Taxable vs. Tax Deferred. This will make Tax Loss Harvesting much more straightforward.I am in the 32% tax bracket Fed and 6% state tax bracket MFJ and curious about holding VWELX in a taxable account. I know the simple answer to this question but if I have very significant deductions, how much of a hit to returns will I really take IYO? This fund is excellent for someone like myself looking for a balanced 65/35 fund with low volatility and would like to hold it in a taxable account as well as tax deferred.
WoodSpinner
Statistics: Posted by WoodSpinner — Sat Jul 27, 2024 2:27 pm — Replies 3 — Views 168