How to avoid tax creep in retirement

The state pension went up 8.5% in April, but frozen thresholds mean pensioners will be paying more tax

Ross Stores, Inc. (ROST)

NasdaqGS - NasdaqGS Real-time price. Currency in USD

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133.65

-2.34

(-1.72%)

At close: 04:00PM EDT

133.12

-0.53

(-0.40%)

After hours:

07:44PM EDT

Major holders

Currency in USD

2.10%	% of shares held by all insiders
90.97%	% of shares held by institutions
92.93%	% of float held by institutions
1,347	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	28,569,718	30 Dec 2023	8.49%	3,818,342,636
Blackrock Inc.	27,372,614	30 Dec 2023	8.13%	3,658,349,694
Price (T.Rowe) Associates Inc	18,726,513	30 Dec 2023	5.56%	2,502,798,348
State Street Corporation	14,612,030	30 Dec 2023	4.34%	1,952,897,720
Primecap Management Company	10,806,804	30 Dec 2023	3.21%	1,444,329,288
JP Morgan Chase & Company	9,214,226	30 Dec 2023	2.74%	1,231,481,248
FMR, LLC	8,228,600	30 Dec 2023	2.44%	1,099,752,339
Geode Capital Management, LLC	7,827,999	30 Dec 2023	2.32%	1,046,212,018
Goldman Sachs Group Inc	6,246,658	30 Dec 2023	1.86%	834,865,803
Bank of America Corporation	5,374,586	30 Dec 2023	1.60%	718,313,386

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	10,632,333	30 Dec 2023	3.16%	1,421,011,240
Vanguard 500 Index Fund	8,270,997	30 Dec 2023	2.46%	1,105,418,698
Vanguard/Primecap Fund	7,604,700	30 Dec 2023	2.26%	1,016,368,108
Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF	6,389,069	28 Feb 2024	1.90%	853,899,032
Fidelity 500 Index Fund	4,061,364	28 Feb 2024	1.21%	542,801,273
SPDR S&P 500 ETF Trust	3,972,222	28 Feb 2024	1.18%	530,887,446
Franklin Managed Trust - Rising Dividends Fund	3,868,972	30 Dec 2023	1.15%	517,088,084
iShares Core S&P 500 ETF	3,523,058	28 Feb 2024	1.05%	470,856,680
Vanguard Growth Index Fund	3,102,588	30 Dec 2023	0.92%	414,660,867
Price (T.Rowe) Blue Chip Growth Fund Inc.	2,527,473	30 Dec 2023	0.75%	337,796,751