No. of Recommendations: 0

<<But I digress, my question is whether any studies/analyses are planned a la the Roth vs IRA work that would provide a framework for evaluating trade-offs in making decisions about the capital gains vs ordinary income issues i.e. while it seems intuitively obvious that paying lower capital gains taxes as you go may be more economical than paying taxes at the full marginal rate later (presuming no post retirement reduction in marginal rates), how do the various assumptions (i.e. investment horizon, dividend yield, price appreciation, turnover frequency, etc. say for the FF and for an index fund) affect how large an advantage one approach has over the other?>>

Gathering the data to try 18-month trading models would be a horrendous undertaking. Timing and taxation of dividends, price data on specific dates, assumptions, etc., make it a project that I haven't the time to undertake. However, nothing says no one else willing to devote the time certainly can post the results here with no objection from me. <g>


Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.