Changes

Jump to navigation Jump to search
No change in size ,  15:33, 7 November 2010
m
Line 14: Line 14:  
See [[Asset Allocation]] for more details.
 
See [[Asset Allocation]] for more details.
   −
==Choosing your Asset Location==
+
==Choosing your asset location==
    
Since your portfolio may be split between multiple locations (one or more tax-advantaged retirement accounts, and one or more taxable accounts) you should look at [[Principles of Tax-Efficient Fund Placement]] to determine which funds belong in each account.  In general, the international fund should go into a taxable account, the bond fund should go into a tax-advantaged account, and the domestic equity fund should fill in the remaining space.
 
Since your portfolio may be split between multiple locations (one or more tax-advantaged retirement accounts, and one or more taxable accounts) you should look at [[Principles of Tax-Efficient Fund Placement]] to determine which funds belong in each account.  In general, the international fund should go into a taxable account, the bond fund should go into a tax-advantaged account, and the domestic equity fund should fill in the remaining space.
63

edits

Navigation menu