Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
In the current state of the market and with the current tax code, does the conventional wisdom still hold that you should stuff the tax-sheltered account with all the bonds it can hold and your AA requires? Or, for someone not enjoying the upper 1 or 2% of income, does it make better sense to simply put your best performing investments there? Does it matter whether the non-taxable account is a traditional one or a Roth? At the moment my Roth holds only an intermediate-term bond fund, and two-thirds of all the bonds I hold. My AA is 55/45.
- Posts: 263
- Joined: Fri Jun 20, 2008 12:34 pm
It doesn't seem to matter much nowadays as long as you can switch back to bonds in taxable without any tax consequences.
This signature message sponsored by LadyGeek.
- Posts: 36309
- Joined: Thu Mar 01, 2007 8:00 pm
Return to Investing - Theory, News & General
Who is online
Users browsing this forum: absolutFinance, FDH, HongKonger, Leeraar and 29 guests