Bonds in nontaxable, still?

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Bonds in nontaxable, still?

Post by reisner » Sat Jan 26, 2013 5:40 pm

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.

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Re: Bonds in nontaxable, still?

Post by livesoft » Sat Jan 26, 2013 5:42 pm

It doesn't seem to matter much nowadays as long as you can switch back to bonds in taxable without any tax consequences.
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