Re: asset allocation play, thinking about adding REIT or fixed-income
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I could concievably sell equities in the SEP and purchase one of these...
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That would be my choice: Move equities to taxable and buy individual TIPS.
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this makes a ton of sense, assuming that I don't sell my equities for a long time I'm getting tax deferred growth anyways. why use a tax sheltered account for that. Also, I lock in some games in my tx deferred account and my basis in the taxable accounts will be higher because of the mkt runup.
as far as TIPs go, why those over something simple like an ETF? I will probably be doing a total of 100k into this stuff at this point, so transaction costs not completely immaterial, but close.
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