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Reply to "In what situations would you invest in a nonqualified (taxable) brokerage account? "
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[quote=Anonymous]If you've maxed out your 401K, do a back door Roth ($6000) and/or a mega back door Roth (up to $67,500 depending on your age, employee match, and including your pretax 401K amount). Mega back door may or may not be available depending on your employer). Max out IBonds (10K per person), HSA (if you have a HDHP), then invest any extra in a taxable brokerage account. I would not put dividend producing stocks in taxable. Gives off too much ordinary income and subject to tax and maybe even net investment tax if you make a lot of money. Put it in tax efficient funds such as FSKAX.[/quote]
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