Monthly Older Posts: April 2020

Can you pull the trigger to sell a sick actively-managed fund to then buy an index fund?

Let’s assume you followed last week’s post and found you have a couple of stock funds – or even stocks– in your taxable account that just aren’t performing. How do you decide to pull the trigger to sell and take the net proceeds and buy

How do you rank performance of your actively managed funds?

I’d guess that many retirees – and clearly many investors – have a lingering legacy of actively managed funds in their taxable account. The market has declined, and this a good time to consider selling an underperforming actively managed fund. You’d sell and invest the

What’s the tax cost of actively managed funds?

The market has declined. It’s a good time to decide if you should sell actively managed funds you may hold in your taxable account. You’d sell and take the net proceeds and buy peer index funds for a better long-term return. You have a number

Should you skip taking your RMD this year?

Surprise – or at least it’s a surprise to me – the CARES Act gives us older retirees the option to skip RMD this year. This post addresses whether or not you should do that. My conclusion: most retirees have to take more than

WordPress Image Lightbox
WordPress Image Lightbox