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I HAVE BOTH TAXABLE AND RETIREMENT ACCOUNTS-WHATS THE SMARTEST WAY TO SPREAD MY MONEY BETWEEN THEM FOR EJtB?

April 26, 2017ejtb money retirement smartest spread taxable

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I HAVE BOTH TAXABLE AND RETIREMENT ACCOUNTS-WHATS THE SMARTEST WAY TO SPREAD MY MONEY BETWEEN THEM FOR EJtB?

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Index funds are naturally tax-efficient since they don’t trade much, plus in EJtB you won’t be selling index funds other than for rebalancing. So, as much as possible, keep your index funds in the taxable accounts and shelter the rotating funds (which might trade quarterly) in your tax-deferred accounts.