The higher the expected return, the more likely that the asset should be in a tax-protected account. If you only have a taxable account or almost your entire portfolio is a taxable account, well, everything's going in the taxable account. You wouldn't pass up an investment in a Roth IRA in order to invest something in a taxable account. It's only for people that have some of their retirement money in a taxable accounts and some of their money in aTaxable account that this becomes an issue.
Today we are answering your questions off the speak pipe. Many of those questions are in regards to asset location. We talk about weighing tax efficiency against higher returns in your accounts and Dr. Dahle reminds you not to let the tax tail wag the investment dog. We answer questions about high yielding ETFs, QLACs, 457s, non qualified deferred compensation plans, and bonds with high fees.
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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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