Determining an appropriate asset allocation for taxable and tax-deferred accounts requires calculating each asset class's net-of-fee, after-tax return, as taxation depends on the composition of investment returns (income vs. capital gains) and the account type (taxable vs. retirement).

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (2)

• tax-deferred retirement accounts concept
• taxable account concept