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re: Recommendations on index funds for taxable account?
Posted on 11/1/14 at 10:59 am to PlanoPrivateer
Posted on 11/1/14 at 10:59 am to PlanoPrivateer
quote:
00% of my wife and my Roth IRAs are in stock mutual funds. No bonds in the Roth. Historically, stocks increase their value more than bonds. I want the biggest increases to be tax free.
That's great and all but we're talking about tax efficiency when dealing with a large portfolio that necessitates a taxable account.
If you can fit everything into tax sheltered accounts then of course you do that.
And I think you may be missing part of the equation of why bonds are less tax efficient and why that counters the whole "biggest increases" argument if you're holding said bonds outside of tax sheltered accounts.
This post was edited on 11/1/14 at 11:06 am
1
Posted on 11/1/14 at 4:56 pm to Books
I have IUSG. Its commission free from my fidelity brokerage account. I put roughly 200 a month into this fund. Love it.
On a side note, fidelity is really expanding the amount of commission free etfs they have. They have some solid ones to choose from. Worth a look in my view.
I think over 70 Ishares etfs are offered commission free along with their sector etfs. Eliminates one of the downsides to etf investing, the inability to dollar-cost-average.
On a side note, fidelity is really expanding the amount of commission free etfs they have. They have some solid ones to choose from. Worth a look in my view.
I think over 70 Ishares etfs are offered commission free along with their sector etfs. Eliminates one of the downsides to etf investing, the inability to dollar-cost-average.
This post was edited on 11/1/14 at 4:58 pm
Posted on 11/1/14 at 10:11 pm to Teddy Ruxpin
Maybe I misunderstood. Are you referring to individual bonds on bond mutual funds?
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