Welcome to the Bogleheads® wiki, a collaborative undertaking by members of the Bogleheads Community. This wiki is a reference resource for investors. Bogleheads emphasize starting early, living below one's means, regular saving, broad diversification, and sticking to one's investment plan.
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Tax-efficient fund placement is an issue facing investors holding both tax-advantaged and taxable accounts. The tax code recognizes different sources of investment income which are taxed at different rates, or, are taxed at a later time (tax "deferred"). An asset's tax efficiency (the impact of taxes on an investment) is affected by both its expected return and the tax rate on such return.
All investors must pay their fair share of taxes. This article describes how to minimize taxes through appropriate placement of investments in tax deferred or taxable (pay taxes now) accounts. (more...)
This week in financial history
- 2007 - The Bogleheads® forum was started. Source: Bogleheads® forum topic: Policy, by Phoenix.
- 1995 - US Treasury auctions: The required number of decimals for competitive bids in note and bond auctions was changed from two to three, e.g. 7.123%. The purpose was to increase participation in Treasury auctions and conform the auctions to market practice for when-issued trading. Source: Timeline of U.S. Treasury Auctions
- 1739 - The first exchange session of the Börse Berlin (Berlin Stock Exchange) takes place. Source: History - Börse Berlin
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