Sentences with phrase «several taxable accounts»

The vast majority of that is in several taxable accounts, since I have made many financial mistakes, one of which was not putting enough away in tax - sheltered retirement accounts.

Not exact matches

You have several options for potentially reducing your 2017 taxable income with a contribution to a tax - advantaged account up until the tax deadline.

My portfolio is located within several accounts — retirement accounts (401k at work, past 401ks that have been rolled over into IRAs, SEP IRA) and taxable accounts (with Vanguard, E * Trade, and Ameritrade.)

There are several different circumstances that will generally happen in the time between now and when you want to withdraw the money in retirement that would be taxable events if you are not in a retirement account:

In 2015 I am drawing on cash and investments held in a taxable account, and don't foresee needing to tap my IRAs for several years.

This is one of several reasons we advise against using DRIPs in taxable accounts.

However, their nearly $ 1,000,000 portfolio in a taxable account holds several mutual funds that could make end - of - year capital gains and dividend distributions, and they're not certain how much (if any) will be distributed until very late in the year.

To sum up, you could easily lose several basis points of returns p.a. due to inefficient allocation of capital between the taxable and tax - deferred accounts.

-LSB-...] We list several more examples detailing how an individual with both taxable and retirement accounts would experience a sub-optimal allocation using the Robo - advisers.