u/DLL1287

Maxing out ROth

After tomorrow I have ~2300 left to hit 8600 contributions for my Roth. I plan to put in 500 to 700 a month into my Roth, so it will max out sometime in July. I have a regular brokerage account set up to put my 500-700 a month into to hold for 2027 contributions.

I really don't want to pay taxes on dividends so I am looking for tax free options. Right now I am looking at SWNTX (no fees since itis Schwab) and NAD (I believe it is tax free).

I am not interested in any thing that is taxable.

Are there any tax free investments that anyone else is using?

reddit.com
u/DLL1287 — 1 day ago