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Derek A. Barrett's  Instablog

Derek A. Barrett
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I buy established, good companies with strong management, solid balance sheets, free cash flow, growing earnings, and increasing dividends. This is a long strategy, which buys value situations, combining the fundamentals of Growth at a Reasonable Price, with Dividend Growth Investing. This style... More
My blog:
Fully Informed by Teddi Knight
My book:
Generate Thousands by Dr. Samir Elias
  • Schwab Quick Guide to Tax-Efficient Investing 0 comments
    Sep 17, 2011 12:38 AM
    Taxable accountsTax-deferred accounts such as traditional IRAs, 401(k)s and deferred annuities
     
    Here, you'd ideally place...

    Here, you'd ideally place...

    Individual stocks you plan to hold more than one year
     
    Individual stocks you plan to hold one year or less
     
    Tax-managed stock funds, index funds, exchange-traded funds (ETFs), low-turnover stock funds
     
    Actively managed funds that may generate significant short-term capital gains
     
    Stocks or mutual funds that pay qualified dividends
     
    Taxable bond funds, zero-coupon bonds, inflation-protected bonds or high-yield bond funds
     
    Municipal bonds, I Bonds (savings bonds)
     
    Real estate investment trusts (REITs)
     

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