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426 | What to do with $2.5 Million & Real Estate Update | Scott Trench
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Is There a Trade-Off?
Scott Johnson: Are there ways to make it where you can put that bond investment in a more efficient taxable umbrella, like a 401k or IRA or some such? Is that like, has that been crossing your plane? A tax planner, I think, should and would give you the advice of, oh, put the bonds into the 401k or the Roth. And that way, you can avoid the tax. That's great, but that doesn't solve my problem of actually generating passive income for early retirement.
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