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Financial Planning / Tax Strategies


Subject:  Re: IRA investment Date:  1/23/2013  10:48 PM
Author:  CABob Number:  117517 of 127745

You should look at ALL of your investments in terms of their relative tax efficiency. This would usually put bonds or bond funds as the most tax inefficient. At the other end of the scale would be stocks or stock funds at the other end along with tax free munis. You should then fill up your tax advantaged account with the most tax inefficient investments until they are full leaving the most tax efficient investments for your taxable accounts.

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