How to Invest in a Tax Deferred Account

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The best way to think about a tax deferred account mentally, the way to account for this is to, you know, think of it as a tax-free account. The types of assets you want in there include equity real estate, municipal bonds, total market, stock index funds. Some people don't like principles, they don't want to apply principles, they just want to be told what to do. If you have an investment with a high expected return, that is very tax-efficient, that is likely worth moving it into a tax-protected account.

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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