Post #2787 by Baltassar on the Mechanical Investing board

Investment Strategies / Mechanical Investing ❤

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Given your son's age and prospects, I think that shifting assets from taxable to tax deferred (the net effect of what you have described) will be the best move in the long run.

Taxes are always worth avoiding, assuming the tax deferred account can be managed in accord with your son's investment preferences.

Baltassar

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