Now in retirement with huge unrealized gains in common stock, I need more current income. Broker says sell common stock and buy tax-free munis. This would blance portfolio and provide more income, but result in huge capital gains tax and trigger AMT. Is there another way to avoid Uncle Sam coming at me from two directions?How huge is "huge unrealized gains"?
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra