Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Diddywahdiddy who wrote (7989)	8/12/2024 10:01:03 PM
From: jritz0	Read Replies (1) of 23788

" This issue. How to balance this. Is always somewhat of a dilemma, in my thoughts." When you were buying these holdings, particularly CEFs and reits or equity/option ETFs such as JEPI or JEPQ, did you consider their tax ramifications? In other words, did you take into consideration tax managed or taxed deferred CEFs in taxable accounts or all CEFs in tax deferred accounts? I believe tax planning is very important when managing a portfolio, especially a portfolio for income/cash flow. I think it is more important as we age and have to worry about IRRMA and RMDs and legacy portfolios.

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