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tax defered investment

热度 1已有 524 次阅读2014-3-30 04:08 PM | investment

 
"Tax is a huge topic for early retirees. So I have thought about it quite a bit"
Good.

 

As my dad say's, is not what you make, it's what you keep.
In your taxable a muni Closed End Fund could work well. Very easy to get a tax free 7%, paid monthly and the true return is actually higher by your top tax rate.

 

Currently my Taxable is configured-
37.59% tax free Muni, most also state tax free
35.28% Tax defered ROC mostly from MLP's
18.71% Very high yield Ordinary. Also is about the same as my leverage Interest cost.
17.88% Qualified. The qualified is not Blue chips, It is SDRL, KMI, Canadian monthly payers.

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