No. of Recommendations: 1
"The only way it seems I can get out all at the lower tax rate is to stop contributing and take the dividends in cash until the rest goes long term. Bummer.


That is what I intend to do. I have been buying 6 DRIPs for several years now. I expect to keep buying for up to 5 more years and then switch the dividend payment from reinvestment to cash. After one year I think I can sell all my shares at one capital gain rate and a fairly simple calculation. Now if I needed to sell in an emergency before then it might get complicated but plan is to keep it simple.

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