Sentences with phrase «mostly in a taxable account»

When you invest in these holdings are you doing it mostly in a taxable account?

Not exact matches

If you plan to keep to roughly a 50/50 asset mix, and can get there by selling registered positions, ideally you would stand pat with your taxable accounts, which presumably are mostly in stocks: if they are quality dividend - paying stocks then you should care more about the tax - effective cash flow they generate and should not get too worried about the variability in the underling stock prices.

We're looking at a similar funding target and expecting it to either a) barely cover or mostly cover college if they go in - state, or b) be woefully underfunded, and then we can help out with money from taxable accounts.

There are cases where it makes sense to contribute and defer taking the deduction, mostly when your contribution room is limited (where you'll end up with non-registered investments no matter what), but it's not as hands - down beneficial as I thought when I did it as a grad student, and not as simple as I implied in the previous post looking only at the value of the deduction (and ignoring that the contribution will likely grow over time even if left in a taxable account).

Although consisting mostly of long - term capital gains, the fund's recent substantial distributions (over 5 % of NAV in each of 2013 and 2014) made it less suitable for taxable accounts.

Moreover, the Vanguard and iShares ETFs that did have capital gains in 2013 were mostly bond funds, and there can't be many Canadians who hold US bonds in taxable accounts.