2017 Relative Tax Efficiency

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JustinR
Posts: 621
Joined: Tue Apr 27, 2010 11:43 pm

Re: 2017 Relative Tax Efficiency

Post by JustinR » Sun May 27, 2018 6:26 am

Suggestion: Add a row for "After Foreign Tax Credit" after row 17 that is "US taxes" minus "Foreign Tax Paid".

That would give you a comparison of which funds to put in your tax-deferred accounts versus taxable.

Another suggestion: Add a $ in front of the numbers for rows that are actual dollar values (i.e. rows 8, 14, 16, 17). It's difficult to tell what numbers are percentages vs dollars vs regular numbers.

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triceratop
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Re: 2017 Relative Tax Efficiency

Post by triceratop » Sun May 27, 2018 1:12 pm

JustinR wrote:
Sun May 27, 2018 6:26 am
Suggestion: Add a row for "After Foreign Tax Credit" after row 17 that is "US taxes" minus "Foreign Tax Paid".

That would give you a comparison of which funds to put in your tax-deferred accounts versus taxable.
This is a fantastic idea. One might even title it "Tax Efficiency", as a percentage of assets. I also agree it should follow row 17, would row 18 work? Since it's so important, perhaps we should make that entire row a boldfaced font?
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."

drk
Posts: 522
Joined: Mon Jul 24, 2017 10:33 pm
Location: Seattle

Re: 2017 Relative Tax Efficiency

Post by drk » Sun May 27, 2018 1:58 pm

triceratop wrote:
Sun May 27, 2018 1:12 pm
JustinR wrote:
Sun May 27, 2018 6:26 am
Suggestion: Add a row for "After Foreign Tax Credit" after row 17 that is "US taxes" minus "Foreign Tax Paid".

That would give you a comparison of which funds to put in your tax-deferred accounts versus taxable.
This is a fantastic idea. One might even title it "Tax Efficiency", as a percentage of assets. I also agree it should follow row 17, would row 18 work? Since it's so important, perhaps we should make that entire row a boldfaced font?
It's such useful information that you may also want to italicize it.

JustinR
Posts: 621
Joined: Tue Apr 27, 2010 11:43 pm

Re: 2017 Relative Tax Efficiency

Post by JustinR » Sun May 27, 2018 6:42 pm

triceratop wrote:
Sun May 27, 2018 1:12 pm
JustinR wrote:
Sun May 27, 2018 6:26 am
Suggestion: Add a row for "After Foreign Tax Credit" after row 17 that is "US taxes" minus "Foreign Tax Paid".

That would give you a comparison of which funds to put in your tax-deferred accounts versus taxable.
This is a fantastic idea. One might even title it "Tax Efficiency", as a percentage of assets. I also agree it should follow row 17, would row 18 work? Since it's so important, perhaps we should make that entire row a boldfaced font?
lol I'm dumb. Thanks.

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