I have a balanced account that includes bonds and various classifications of Mutual Funds. What are the most tax efficient to be held in a taxable account?

Among stock funds, broad-market index funds and tax-managed funds are generally tax-efficient because they typically generate lower levels of capital gains, short- or long-term.

For bonds you want municipal bond funds, preferably in the state you live in.

Posted January 5th, 2010 by admin 1 Comment » This entry was posted on Tuesday, January 5th, 2010 at 6:09 am and is filed under Mutual Funds. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

One Response to “What are the best type of mutual funds to hold in a taxable investment account?”

  1. Joe Says:

    Among stock funds, broad-market index funds and tax-managed funds are generally tax-efficient because they typically generate lower levels of capital gains, short- or long-term.

    For bonds you want municipal bond funds, preferably in the state you live in.
    References :
    https://personal.vanguard.com/VGApp/hnw/planningeducation/general/PEdGPTaxSavPutMoneyAcctTypesContent.jsp
    https://personal.vanguard.com/VGApp/hnw/planningeducation/general/PEdGPTaxSavTaxExemptAcctsContent.jsp

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