I have noticed that there are several threads on taxable accounts and tax efficiency (including outside articles by jfoxcpacfp and PoF).
After reading Phil DeMuth's book (The Overtaxed Investor), it was with great interest that I watched this thread unfold on the Boglehead forum: https://www.bogleheads.org/forum/viewtopic.php?t=198334
In short, the idea is holding a portfolio of individual stocks in your taxable account which do not pay a dividend.
I admire the Bogleheads for their commitment to a particular dogma which serves most people best. However, I felt that this thread on the Boglehead forum was limited by the ideology embraced by Bogleheads.
I suspect the crowd here may be a little bit more open minded - would a reasonable person try something like this?
After reading Phil DeMuth's book (The Overtaxed Investor), it was with great interest that I watched this thread unfold on the Boglehead forum: https://www.bogleheads.org/forum/viewtopic.php?t=198334
In short, the idea is holding a portfolio of individual stocks in your taxable account which do not pay a dividend.
I admire the Bogleheads for their commitment to a particular dogma which serves most people best. However, I felt that this thread on the Boglehead forum was limited by the ideology embraced by Bogleheads.
I suspect the crowd here may be a little bit more open minded - would a reasonable person try something like this?
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