This report was released in early January to members of our online community.
This is the first of a series of reports looking at yield that comes from the most tax-efficient sources. After all, the saying goes, it is not what you make, it is what you keep.
Asset location is very important when constructing a portfolio. In an ideal world, we would place our equities, munis and other favorably taxed funds into our non-qualified bucket while placing our bonds and other securities that pay taxable interest at ordinary income into our qualified buckets.
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