What is the Most Tax Efficient Way to Invest Now?

william the wie

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Nov 18, 2009
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Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.

Good point. But it would have to be a self directed Roth to include DIPs (Direct Investment Plans) and the writing of covered options to get in at or near the bottom and out at or near the top.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.

That works.....unless the Dems decide to tax Roths.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.

That works.....unless the Dems decide to tax Roths.
If they do, they can only do it on new Roth’s. Existing is a contract. Ya, they’ll try but it would go to SCOTUS.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.

That works.....unless the Dems decide to tax Roths.
If they do, they can only do it on new Roth’s. Existing is a contract. Ya, they’ll try but it would go to SCOTUS.

Existing is a contract.

I'd bet they could simply change it with new legislation.
What a Congress can do today, a future Congress can undo.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.

That works.....unless the Dems decide to tax Roths.
If they do, they can only do it on new Roth’s. Existing is a contract. Ya, they’ll try but it would go to SCOTUS.
There are work arounds but I closed my Roth pitot to the tax bill because of all of the asinine restrictions. I have also emailed my lawyer to see if it would be a decent practice for him and his wife.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.

That works.....unless the Dems decide to tax Roths.
If they do, they can only do it on new Roth’s. Existing is a contract. Ya, they’ll try but it would go to SCOTUS.

Existing is a contract.

I'd bet they could simply change it with new legislation.
What a Congress can do today, a future Congress can undo.
It would only make lawyers happy.
 
I only invest in guns, ammo and explosives. I buy them in a state with no sales tax. That seems like the best tax avoidance policy I can think of.
 
Given the restrictions on what can be done inside of tax favored accounts vs. just investing until investment income justifies the use of a tax rate capped LLC makes sense appears to be the better move in the current market.
Roth IRA is one. One day Democrats will regain power and taxes will skyrocket so it's better to prepay the taxes now.

That works.....unless the Dems decide to tax Roths.
If they do, they can only do it on new Roth’s. Existing is a contract. Ya, they’ll try but it would go to SCOTUS.

Existing is a contract.

I'd bet they could simply change it with new legislation.
What a Congress can do today, a future Congress can undo.
It would only make lawyers happy.

That is why I emailed Adam who is a friend.
 

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