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Personal Investments • Sell IXUS or SCHB in taxable?

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It's time for me to fund another year's expenses, so I want to replace my 1 year T-Bill which just matured. ISP calls for 2 years expenses, renewed yearly. Effectively I will be doing this by selling bond funds in my IRA, but practically speaking I need to sell stock funds in my taxable account.

Since I will be shuffling things around in the IRA anyway, should I sell SCHB (effectively VTI) or IXUS (effectively VXUS) or both? In other words, is keeping one or the other better for me, dividend wise or tax wise? I imagine there is an optimal way to do this, but I'm not sure what it would be.

Statistics: Posted by DebiT — Sat Nov 02, 2024 7:28 pm — Replies 2 — Views 188



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