Nice article! The long term capital gains tax rates are one of my favorite things about building & utilizing a taxable brokerage account. If you can get over the slight tax drag, it offers a tax-free or low-tax option in early and regular retirement. Covered call funds offering ROC classification is also a nice tax-efficiency perk, especially when holding in a brokerage account.
Thanks for sharing. Great info! Any plan to have QQQI or SPYI available on Interactive Brokers? Thanks
Nice article! The long term capital gains tax rates are one of my favorite things about building & utilizing a taxable brokerage account. If you can get over the slight tax drag, it offers a tax-free or low-tax option in early and regular retirement. Covered call funds offering ROC classification is also a nice tax-efficiency perk, especially when holding in a brokerage account.