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Article On Managing Taxable and Tax Advantaged Accounts
Posted on 9/26/14 at 9:04 am
Posted on 9/26/14 at 9:04 am
For anyone who is looking for direction on what to purchase across their accounts, here is an informative LINK. The article is geared towards allocation and taxes, but offers a chart at the bottom with a general breakdown on what funds to keep in each account. I have copied the chart information below:
quote:
Taxable accounts
Broad-market stock index funds
Tax-managed stock funds
Tax-exempt municipal bond funds
Tax-advantaged accounts
Taxable bond funds
Actively managed stock funds
Real estate investment trust (REIT) funds
Balanced funds
1
Posted on 9/26/14 at 11:32 am to RickAstley
Gotta love how all the recommendations can be purchased at Vanguard. No recommendations outside of their inventory. 
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