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Schwab Quick Guide to Tax-Efficient Investing

Taxable accounts 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)
 
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