Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1697)	4/8/2024 3:23:41 PM
From: casualguru	Read Replies (1) of 21904

Chowder - I realize that this portfolio reflects holdings across taxable and tax-deferred accounts with many of these same stocks/funds being held across one or more accounts. I'm curious what CEF recommendations you might have for a taxable account to generate a bit of income while being tax-advantaged or tax-managed? If you would, say perhaps 5-6 funds that you feel offer the best way to keep the success tax using the OFP as the reference, or any that you utilize personally for your income needs. Thanks.

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