UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next
Author: jbking Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75540  
Subject: Re: Retirement Investment Date: 8/9/2000 6:23 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
I think there are a few points here to note. There are a few issues to investing in a taxable account, namely taxes and having a strategy. There are a couple of things you may want to consider:

1) Tax-managed funds. These are funds that are managed to keep distributions low, so for example instead of Vanguard's 500 Index, you take Vanguard's Tax-managed Growth & Income which is a bit better in terms of tax efficiency. Vanguard, Schwab, and likely a few other fund companies have these now and typically they come with miniums in the $10,000 range and have redemption fees. Usually there is something in the name of the fund to indicate that it is tax-managed or tax-sensitive.

2) Funds where the manager is watching for taxes. This is a harder group of funds to nail down. Oak Associates funds and Third Avenue are a couple that I know of that do this. Van Wagoner tries to keep an eye on taxes although he is an ultra-aggressive fund manager.

3) Index funds come in 3rd here since some index fund managers may not keep an eye on taxes.

JB
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Post of the Day:
Value Hounds

Kate Spade's Wild Ride
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement