Tax-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)