Curated Links: 03/11/2024 – Tax Efficient Investing

5 Things to Consider About Taxable Municipal Bonds

Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.

Source: Schwab

Bond Basics: Municipals

Bonds help add diversity to your portfolio and control risk. But they can be complicated. Municipal bonds are lower risk and have some tax advantages.

Source: Kiplinger

Asset Location Can Lead to Lower Taxes. Here’s How to Get More Value.

Asset location—choosing where to place your investments based on tax treatment—might seem straightforward. But there are some nuances, and the “ideal” execution depends on your personal situation.

Source: Vanguard

Using Asset Location to Defuse a Retirement Tax Bomb

Investors can set themselves up for lower tax bills in retirement using a strategy few folks are familiar with: asset location. The idea behind it is simple, but implementing it can be a bit tricky.

Source: Kiplinger

What Does It Mean to Be Pre-Tax or Tax-Advantaged?

As you look over an employer’s benefits selections or research retirement accounts, you may see phrases like “pre-tax” and “tax-advantaged.” But what do these terms really mean, and why is it important for you to know the difference? Though they all imply a tax benefit, these statuses carry distinct implications for your wallet.

Source: FINRA