If it were me, $100k in taxable invested into VTI, and $100k in IRA invested into fixed income, because I dislike paying unnecessary taxes.I apologize in advance for what appears to be the hundredth thread on this topic. However I've not able to figure out an answer to my scenario. I've also tried using the MM Optimizer tool, but that tool only shows FDLXX (not FZDXX, or USFR)
For someone in the highest federal tax bracket, with a 3% flat State Tax (PA), and no immediate liquidity needs, what would be the best place to invest ~$100k+ cash each (1) in a taxable and (2) in an IRA account scenario?
Thank you!
Statistics: Posted by steadyosmosis — Tue Jul 23, 2024 1:07 am