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re: Fixed income: Bonds versus CDs
Posted on 2/6/24 at 5:32 am to Big Scrub TX
Posted on 2/6/24 at 5:32 am to Big Scrub TX
If you want some exposure to a bond fund like JAAA would you say that a Roth IRA is a preferable vehicle than a regular brokerage account because of the tax implications on the dividends? That's where I've generally put REITs and it seems like the same logic would apply here?
This post was edited on 2/6/24 at 5:37 am
2
Posted on 2/6/24 at 6:17 am to beaverfever
quote:All else being equal, don’t hold REITs in your Roth. Hold them in your brokerage account.
That's where I've generally put REITs and it seems like the same logic would apply here?
I realize sheltering the dividends seems attractive, but REIT dividends are tax favorable already. Put your higher upside stocks in your Roth. Depending on your overall asset allocation, I’d own very little in bonds in my Roth. Thats your best growth account.
Posted on 2/6/24 at 8:56 am to beaverfever
I use those funds at times but mostly I buy ind bonds. I don't like the principal fluctuation in funds and etfs people dump them on bad news that increases the downside.
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