No. of Recommendations: 0

very dependent on how you're 'making' your money ....

You left out "return of capital" aka "spending savings."

Sometimes I think of moving to a no-income-tax state and selling all our investments and paying the currently historically low capital gains taxes so we can have more taxless spending.

had to think on this for a while (interesting puzzle)
my gut says it doesn't work ... but ,iirc, you do have tonnes of unrealized gain --that might make a difference. And it could be close enough that it's a reasonable factor when deciding whether/where to move ...

i do think you could easily build a spreadsheet that *might* be convincing .. it would depend on current tax rates, where you think tax rates might go, how you might expect your 'stock' to grow if you don't sell, where you'd invest the proceeds, how much you'd spend from the pile of money ... etc(?)

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