This aims to boost after-tax investment returns by strategically holding stocks and bonds in certain account types, like taxable brokerage accounts and Roth or pre-tax retirement accounts.
"It's important because you want to reduce your tax drag," said Robert Keebler, a certified public accountant based in Green Bay, Wisconsin, and partner at Keebler & Associates.Employing such a strategy can boost after-tax returns by 0.05% to 0.3% a year, depending on the investor, according to a 2022 Vanguard
Certain stock investments, like stock funds that are"super-actively managed" and generate ample short-term capital gains, also generally belong in tax-preferred accounts, Keebler said.
ہم نے اس خبر کا خلاصہ کیا ہے تاکہ آپ اسے جلدی سے پڑھ سکیں۔ اگر آپ خبر میں دلچسپی رکھتے ہیں تو آپ مکمل متن یہاں پڑھ سکتے ہیں۔ مزید پڑھ: