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I notice that both PIMIX and WATFX are not listed funds. Can you advise why they would not be considerd to your list? Are both not suitable holdings at this time.
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If it's an IRA I agree but if the total amount of taxable income in a taxable account is below a specific amount (around $78,750 for joint account) capital gains are zero.
At age 85+ with a cash sale of our home this year, I find it difficult to buy investments that pay a lot of taxable gains. So I have looked at tax managed funds and/ or municipal tax free funds. I would like to stay mostly in the tax rate of 12% . …
VTMFX is a great option if you have Vanguard accounts.I have been doing some research and liked VTMFX as MSF suggested which I can buy at my Schwab accounts. Since most of my cash is in our taxable account and I would like to keep taxes low as possi…
Thank you all for such helpful input. I will do some follow up on your suggestions. We are in a low tax bracket but are in our 80's I wondered how much in interest do I really need to make muny's worthwhile.
You are going to move but are unsure of the timing. The money you received will buy you a house in your new location or you could just bank it and rent for a substantial number of years.
What do you do with or where do you put the money while you'r…
while I normally avoid closed end I did go out and buy PTY as I felt low interest rates are here for a long time.
Dividends are declared monthly to common shareholders from net investment income. Distributions of net realized capital gains, if any,…
BA is my largest position and have owned it since 1978, 40 years, Very upset about it all, so much loss of life. I am confident in them coming out of this.