Sentences with phrase «taxable accounts often»

Investors holding bond investments in taxable accounts often turn to municipal bonds because of their tax advantage.

Not exact matches

People often hold tax - inefficient funds in their IRA or 401K accounts where there is no tax consequence, and hold tax - efficient funds in their taxable accounts.

Alternative Investments can often be held in both qualified and non-qualified accounts including many retirement and taxable investment accounts.

Because rebalancing can involve selling assets, it often results in a tax burden — but only if it's done within a taxable account.

When I manage RMDs for my clients, I'll often move the money from an IRA into a taxable account, often one that is managed in a very similar, yet tax - efficient way.

Investors can also invest outside of the confines of those tax - advantaged options by employing taxable brokerage accounts; this is often necessary for high - income types who have made the maximum allowable contributions to their tax - sheltered options.

Investors buy stocks, sometimes hold them for a long time and often end up with large deferred capital gains in taxable non-registered accounts.

When we've talked with investors about retirement, we found that they often had 401 (k) s, contributory IRAs, rollover IRAs, Roth IRAs, inherited IRAs as well as assorted taxable accounts that they planned -LSB-...]

One other factor that weighs on the side of prepaying a mortgage rather than investing in taxable accounts that often is not mentioned in analyses of the issue is financial aid for college.

But strangely, I often encounter people with equities in their RRSPs and savings accounts and GICs in their taxable accounts.