Sentences with phrase «small taxable account»

Still had a small taxable account available for the occasional foreign vacation.

Not exact matches

This year we sold some small caps and high - dividend yield funds in our taxable account.

The reason I don't do it in my taxable accounts yet (Empire portfolio) is simply because the account size is too small.

And since I will need to do a large re-balancing in the next month (since I need to sell a large amount in my taxable brokerage account to invest in the new small family business previously discussed) there is no better time to re-analyze my current portfolio of actively managed funds.

For example, when I sold a significant amount from my taxable brokerage account to invest in a small business, I sold index funds in a few lump sums over 6 or so weeks.

Historically, the fund had small distributions, which made it suitable for taxable accounts.

Approximately 20 % of our investment portfolio is held in a taxable account and my investment in the small business with my siblings.

You gave some great ideas and strategy buying 10 - sector ETF's over one «oddly» weighted IYY fund, but made sure to add in some of the negatives that would be involved in a taxable account with a small egg of money.

With such an arrangement the higher taxes associated with holding a small amount of emergency cash in taxable accounts might be offset sometimes by preventing those nasty overdraft events, when you make a mistake and bank charges mount rapidly.

Fill the taxable account first with the lowest ranked assets in columns 1 and 2 - the assets with the smallest benefits in either RRSPs or TFSAs.

Finally, concerning a smaller cash emergency fund, you still might chose to hold some amount of cash in a taxable account for ready access — perhaps a few thousand dollars or more.

It's «almost» identical because the fund will take a small management fee, you will have to pay annual taxes on capital gains (if you hold the investment in a taxable account), and because the fund has to actually invest in the underlying stocks, there will be small differences due to rounding and timing of the fund's trades.

Over the past five years, the fund only had small dividend income distributions, which made it suitable for taxable accounts.

On the other hand, you might choose to take a small amount of Social Security earlier and draw down more of your other retirement accounts to reduce the need to withdraw a larger, taxable required minimum distribution (RMD) later.

Over the past ten years, the fund had only three relatively small distributions, which made it suitable even for taxable accounts.

This would work well in registered accounts but could take a small tax hit in taxable accounts.

Historically, the fund's distributions have been small, except for the one of 11.5 % of NAV in 2011; future distributions of that magnitude will make the fund less suitable for taxable accounts.

for my ETF taxable allocation, i guess it is somewhere between second grader and Swedroe's small - cap value tilt: 50 % VTI (Total Stock Mkt) 20 % VWO (Emerging Mkt) 15 % VEA (Europe - Asia) 15 % VBR (Small - cap Value)(my fixed income is all in my tax - advantaged accosmall - cap value tilt: 50 % VTI (Total Stock Mkt) 20 % VWO (Emerging Mkt) 15 % VEA (Europe - Asia) 15 % VBR (Small - cap Value)(my fixed income is all in my tax - advantaged accoSmall - cap Value)(my fixed income is all in my tax - advantaged accounts)

According to Justin Bender's detailed analysis, this amounts to a drag of about 0.10 % in an RRSP or TFSA (the difference would be smaller in a taxable account).

Except for a substantial long - term capital gain at the end of 2014, the fund's historical distributions have been small, which should make it suitable for taxable accounts.

That's correct, except for one small issue: Why would you buy bonds in a taxable account?

So, for example, if you take the same scenario described above but assume the beneficiary is in a lower tax bracket — say, 15 % for the beneficiary vs. 28 % for the account owner — the traditional IRA plus taxable account comes out slightly ahead of the Roth, albeit the margin is small, about 1 %, or $ 344,000 vs. $ 340,000.

But its margin of victory tends to be smaller and, more importantly, in many other scenarios the traditional IRA plus taxable account comes out ahead with more dollars after taxes.

The fund's relatively small historical distributions indicate that despite active management it may still be a good fit for taxable accounts.

I was thinking about opening a vanguard taxable account and starting off small (5 - 6k) with my investments into VTSMX and VFWIX with a 50/50 split.

You could also explore other scenarios where the $ 1250 is placed into a taxable or Roth account (instead of an IRA), and it will make a small difference in the final amount available to spend.