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Financial Planning / Tax Strategies


Subject:  Re: IRA investment Date:  1/23/2013  4:13 PM
Author:  TMFPMarti Number:  117505 of 127611

Any thoughts, fools?

You're not analyzing the right thing. What you want to put in an IRA is an investment that produces current, taxable ordinary income. It doesn't matter whether it's large cap, small cap, skull cap, etc. REITs and bonds are good candidates (no munis). Something like BRK, which pays no dividend, isn't as good since if you hold it in an IRA and it produces long-term cap gains they don't get the favored tax treatment.

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Disclosue: I own shares of BRK.B. A complete listing of my holdings is available in my profile, which you can access by clicking on my name in the heading of this message.
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