Re: What Was Your Best Investment-Related Tax Move? 02-23-2015, 2:00 PM | Post #3621788.....Just one thought, some good ones:
Long-term stock holding in a taxable account. Under current tax laws one can potentially realize a lot of capital gains during retirement and pay no income tax; just stay out of the 25% bracket. Almost as good as a Roth IRA, and with no contribution limits or income restrictions.
We'll see if the law holds... sigh. Duane
"don't look a gift bear in the mouth". Remember to take (harvest) tax losses when possible.