I have $5K of FXAIX in my HSA in CA. My understanding is CA treats HSA dividends/withdrawals as ordinary income always.
Should I sell the FXAIX and buy VOO while the balance is relatively small? I think I remember reading that mutual funds are less tax efficient but I am not sure to what extent and if the difference matters.
Should I sell the FXAIX and buy VOO while the balance is relatively small? I think I remember reading that mutual funds are less tax efficient but I am not sure to what extent and if the difference matters.
Statistics: Posted by learning30 — Sun Nov 03, 2024 8:05 pm — Replies 3 — Views 231