Tax-advantaged - BBS post summary

Bonds or Stocks in a Tax Advantaged Space?

Started 2 days, 8 hours ago (2009-12-13 12:22:00) by SpecialK22

I have a question in regards to the use tax advantaged space for saving: Why wouldn't priority be given to investments that should perform the strongest? In other words, for a longer time frame why wouldn't the priority be to put stocks in tax advantaged space over bonds. Assuming stock gains are 7% annually and bonds 4% annually, after 40 years you would pay a greater overall amount of taxes...

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Forum: Investing - Theory, News & General

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RE: Bonds or Stocks in a Tax Advantaged Space?

Started 1 day, 18 hours ago (2009-12-14 01:56:00) by stlutz

Whatever money people don't have to spend, they save. Seriously? For most people (maybe not the frequent posters on this forum!), savings takes discipline; spending comes easy. Most people don't decide, "I'll spend $x and save whatever is left over. Instead, they pretty much spend what they have available. The question to ask oneself in my scenario is whether spending more now will ...

Source: Bogleheads

Forum: Investing - Theory, News & General

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John Hancock Tax-Advantaged Global Shareholder Yield Fund Renews

Started 6 days, 16 hours ago (2009-12-09 04:32:55) by getthapaper

John Hancock Tax-Advantaged Global Shareholder Yield Fund Renews Its Share Repurchase Plan Press Release Source: John Hancock Tax-Advantaged Global Shareholder Yield Fund On 5:34 pm EST, Tuesday December 8, 2009 Buzz up! 0 Print.Companies:John Hancock Tax AdvManulife Financial CorporationManulife Finl Corp Com Npv BOSTON, Dec. 8 /PRNewswire-FirstCall/ -- John Hancock Tax-Advantaged Global ...

Source: Investors Hub - Discussion Groups

Forum: Traders of the Caribbean

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John Hancock Tax-Advantaged Dividend Income Fund Renews Its

Started 6 days, 16 hours ago (2009-12-09 04:32:17) by getthapaper

John Hancock Tax-Advantaged Dividend Income Fund Renews Its Share Repurchase Plan Press Release Source: John Hancock Funds On 5:10 pm EST, Tuesday December 8, 2009 Buzz up! 0 Print.Companies:John Hancock Tax Advantaged Dividend Income FundManulife Financial CorporationManulife Finl Corp Com Npv BOSTON, Dec. 8 /PRNewswire-FirstCall/ -- John Hancock Tax-Advantaged Dividend Income Fund (NYSE: HTD - ...

Source: Investors Hub - Discussion Groups

Forum: Traders of the Caribbean

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Investing - Help with Personal Investments

Timing ?: Moving Cash into Tax-Advantaged Accounts

Started 4 weeks ago (2009-11-17 13:01:00) by jesseatcal

I've recently been spending some time considering the approach advocated in the Placing Cash Needs in a Tax-Advantaged Account wiki and have concluded that it is the right approach for me. My question is whether this is not the right time of year to implement the strategy? I want to be cognizant of not buying a year-end dividend on the ETFs that I would be moving from my tax ...

Source: Bogleheads

Forum: Investing - Help with Personal Investments

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RE: Timing ?: Moving Cash into Tax-Advantaged Accounts

Started 3 weeks, 5 days ago (2009-11-19 11:27:00) by jesseatcal

very good point. Thanks.

Source: Bogleheads

Forum: Investing - Help with Personal Investments

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Question on holding Emergency Fund in tax advantaged account

Started 1 month ago (2009-11-10 11:46:00) by RedTail

In reference to the following thread and a livesoft post below, I am struggling with what to do with my emergency fund. http://www.bogleheads.org/foru....nd+taxable livesoft wrote: We discuss this from time to time, but would you be averse to keeping most your emergency fund in your tax-advantaged accounts? I keep most of our emergency fund in Vanguard GNMA ...

Source: Bogleheads

Forum: Investing - Help with Personal Investments

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RE: Question on holding Emergency Fund in tax advantaged account

Started 3 weeks, 5 days ago (2009-11-19 12:04:00) by mikep

RedTail, Have you considered I-bonds for your emergency fund? They are paying 3.36% now and you can postpone the taxes for up to 30 years and avoid state taxes altogether. Seems pretty tax efficient to me and you can keep it simple that way and keep up with inflation. The downside is you have to hold them for at least a year before you can cash them so I would ease in a little at...

Source: Bogleheads

Forum: Investing - Help with Personal Investments

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Tax Advantaged Retirement/Healthcare - Self-Eploy

Started 1 month, 1 week ago (2009-11-01 22:37:00) by SirVive

I am a 20 yr old looking for advice. I currently work four 10-12 hr days for an employer and run a small business on the side as well ($8,000 - $12,000 net/yr). I have no need for my extra income right now and am looking for ways to shelter as much as possible. I have my Roth maxed out and was wondering about a SEP or similar. I'm also wondering, can I do a ...

Source: The Clark Howard Show

Forum: Taxes

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Assett allocation in taxable and tax advantaged accounts.

Started 1 month, 2 weeks ago (2009-10-31 09:23:00) by lmpmd

Please forgive my ignorance - but I really am trying to learn this investing stuff. Before coming here I was trying to maintain the same asset allocation in taxable and tax advantaged accounts. 60% stock and 40% percent bonds in both tax advantaged and taxable accounts. Now I hear max out bonds in tax advantaged, and maintain AA with regards to total money in taxable and tax advantaged. In ...

Source: Bogleheads

Forum: Investing - Help with Personal Investments

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