Tax-Efficient Investments And Trading Strategies
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It’s crucial to know how an investment is going to be taxed because ideally you’d want more tax-efficient investments in a taxable account.
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Conversely, you may want to hold investments that can have a greater tax impact in tax-deferred and tax-exempt accounts, where investments can grow tax free.
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Tax-Efficient Investments And Trading Strategies
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ETFs
Most ETFs are passive and track an index, and thus tend to be more tax efficient than their actively managed counterparts
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Treasury bonds
Investors will not pay state or local taxes on interest earned via Treasury bonds.
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Municipal bonds
Interest is generally exempt from federal taxes, and state or local taxes if the investor lives within that municipality.
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Stocks that do not pay dividends
Assuming you’ve held it longer than a year, selling a non-dividend paying stock is likely lower than the tax you’d pay on ordinary dividends.
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