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https://www.bogleheads.org/wiki/Tax-efficient_fund_placement
https://www.bogleheads.org/wiki/Rebalancing
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Whether inherited or held for a long time..
https://www.bogleheads.org/forum/viewtopic.php?t=402858
Update: another thread is discussing building a wiki page to help determine which asset to s…
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- clear, simple, unbiased financial principles (facts, education)
- debunking financial myths
- offering FI advice based on various (crowd-sourced) _investment models_ (e.g. (three-fund portfolio)[htt…
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Like this one: https://www.bogleheads.org/forum/viewtopic.php?t=407996
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best place to get data? csv?
treasurydirect? other?
https://eworkpaper.com/myibonds.php ?
https://www.bogleheads.org/forum/viewtopic.php?t=275819
eyebonds.info
and look more...
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link to comment: https://www.bogleheads.org/forum/viewtopic.php?p=7055146#p7055146
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Provide advice on tax efficient placement
Link: https://www.bogleheads.org/wiki/Principles_of_tax-efficient_fund_placement
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- sometimes created by OP.
- sometimes created by another bogleheads user.
Perhaps have a private message sent to OP giving them the key to change it... and the ability to take over full ownership of…
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Make it easy to track balance weekly, monthly, etc
Consider breaking changes down into inflation, dividends, income/spending
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"So I have a similar problem adding about 6 proprietary funds in 401ks. Since they are index funds I borrowed ticker symbols from Vanguard index funds tied to the same indexes. These I entered by $$ a…