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Financial Planning / Tax Strategies


Subject:  Re: Investment/Tax Strategy Date:  5/27/1997  12:47 PM
Author:  TMFTaxes Number:  26 of 124579

On Fri, 23 May 97 17:12:24 -0600, ORWAHOO wrote:

I want to thank TMF Taxes and the folks at Motley Fool for this invaluable service.

Now for my question: This is one of those questions that is also related to Investment strategies, but I need to understand the tax angle.

First, background on me: I'm a 29 year-old Foolish investor. I manage my own IRA and a decent-size (for a 29 year-old) non-IRA portfolio. I'm fully invested in stocks and hold for the long term. I'm investment 'savvy,' but not necessarily tax 'savvy.' But, like many Fools, my investment knowledge is focused on individual stocks, and not mutual funds or bonds.

My father, in seeing my knowledge about the stock market (he has NO experien