Yes, I should have mentioned that -- my kid is turning 11 this year, so will likely enroll in fall 2032.
For the Schwab taxable account, I think the gains on SWYEX were 8.45% ($1,835), and on SWYFX they were 9.91% ($2,066). Not sure if I'm looking at the right numbers (this is the Gain/Loss column in the account summary). It looks like I invested about $30k of the money in 2023 and $11k in fall 2024, so the latter would trigger short-term capital gains tax?
For the Schwab taxable account, I think the gains on SWYEX were 8.45% ($1,835), and on SWYFX they were 9.91% ($2,066). Not sure if I'm looking at the right numbers (this is the Gain/Loss column in the account summary). It looks like I invested about $30k of the money in 2023 and $11k in fall 2024, so the latter would trigger short-term capital gains tax?
Statistics: Posted by StViateur — Wed Jan 15, 2025 5:33 pm