Tax-Efficient Investing: Picking the Right Pocket for Your Assets
by William Reichenstein
In this instance, the pockets are either taxable or tax-deferred. And determining which of your assets goes into which type of pocket is a key to minimizing Uncle Sams grab.
In this article
- The Asset-Location Decision
- A Closer Look
- Accounting for Risk and Losses
- Other Assets
- Will the Rules Hold?
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This determination is often referred to as the asset-location decision, and it is the subject of my column this month, which is the last of a three-part series on tax-efficient investing.
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