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.
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