Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 2814

Personal Investments • Re: Tax Efficiency - Funds Placement? Portfolio Review

$
0
0
In order for me to maintain a 60/40 AA, I’m invested in VBTLX in my 401k, rIRAs, and now starting to add in taxable account. Besides I-Bonds, what else are my options?
What is your marginal Federal tax rate (and state, if applicable)?

Another option is to use a 65/35 allocation so you can hold all fixed income in your 401k. For new 401k contributions, buy fixed income investments.

Statistics: Posted by HomeStretch — Fri Oct 25, 2024 10:52 pm



Viewing all articles
Browse latest Browse all 2814

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>