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What investment strategy has the best tax advantages for a couple making over two hundred thousand combined?
1200Euclid
Assuming the couple files jointly, they are in the 33% federal income tax bracket. Their state of residence is not listed, but let's assume it is a high tax state such as California or New York. This high tax rate would point towards those investments that are tax-efficient, or even better, tax exempt. Tax efficient investments are: **anything that is in a 401k, 403b, or IRA account, or 529 college fund. **stock index mutual funds and tax-managed stock funds **Individual stocks that do not pay dividends **municipal bonds, especially those issued in the state of residence **tax-exempt money markets, again especially those investing in securities from the state of residence. Tax inefficient investments listed below should, whenever possible, be placed in tax deferred accounts such as 401k, 403b, IRA, or 529 accounts: **Any bond that is not a municipal bond, especially corporate bonds that pay both federal and state taxes. **Any REIT fund or income producing real estate **Any actively managed stock fund that is not also tax-managed. **Any dividend paying stock security **Any interest bearing account, such as bank deposits, CDs, taxable money market funds, etc.
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