jet,

Thanks for sharing your thoughts. My 2 cents- I am 58yo, retired for 2y and 2/3 of our assets are in BRK, the majority in taxable accounts. I do think at times about trimming when it hits a pretty high P/B, but I truly detest paying LTCG. We have 18 months expenses in cash/MM (FZDXX). We own a few other equities and I’d rather trim when necessary (like AAPL) than depart with the “sacred” BRK shares, which we’ve kept accumulating since 2011.

I cannot even touch my Roth IRA for another 2 years without penalty, and since those withdraws will be tax-free, I’d rather just leave the Roth untouched for a while & let it compound. Like WEB & many other shrewds here, I’d like for BRK to keep compounding & ultimately give a good bit more to charities down the road than to start distributions now.

So I am just sitting tight for now but I totally feel your “predicament.” I realize if I were 10-15 years older, of course, my perspectives and actions would differ. Please keep us posted how you end up navigating this airspace ;)

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