Motley Fool
Where to Put Your Stocks and Bonds to Pay Less Tax
ETFs, mutual funds, stocks, and bonds — versus the location of these investments, in terms of tax-deferred, tax-free, and taxable accounts. Tax management isn’t just for retirees, and should be considered by any investor regardless of wealth. A more appropriate plan of action would include first determining your risk tolerance, followed by formulating an asset allocation, selecting investments, and ensuring these investments are held in a tax-efficient manner.
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