No. of Recommendations: 2
Jim wrote: "RSP isn't going to go bust. It pays a dividend. It will be worth more over time quite predictably, and will be priced higher in 5 or 10 years."
The RSP and QQQE are held in a SEP IRA from which only the required minimum distributions are withdrawn. As QQQE is two-thirds of the holding and RSP the remaining third, it's perhaps already not all that far from what you've suggested. I've tried to obviate stock liquidations by deriving as much as possible of the annual RMD from accrued dividends, mostly from RSP. BRK is a long-term holding in a taxable account, so overall taxes are minimized.
Tom
