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Financial Planning / Tax Strategies


Subject:  Asset Location Date:  4/20/2014  9:28 PM
Author:  Fibonacci10 Number:  120817 of 133276

Hi everyone. New to the Fool board.

Any simple suggestions for portfolio allocation with tax features in mind?

Currently mid-career in 33% tax bracket with about ~$700K split 3 ways:

~40% - Investments (Taxable)
~40% - 401(k)s (Tax-Deferred)
~20% - Roth IRAs (Tax-Free)

Thanks in advance!
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