Taxable vs. Tax-advantaged: Where to Hold Investments

2018-11-01T15:56:30+00:00November 1st, 2018|Categories: Member Firm News|Tags: , |

When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. Certain assets are well suited to these accounts, but it may make more sense to hold other investments in traditional taxable accounts. Some investments, such as fast-growing stocks, can generate substantial capital gains, which may occur when [...]