Tax-aware asset location involves allocating income-generating assets, such as dividend-paying stocks and corporate fixed income, to tax-deferred or tax-exempt accounts like Individual Retirement Accounts, while placing nontaxable assets, such as municipal bonds, in taxable accounts to minimize current tax exposure.

Authors

• Person: Not available Organization: Morgan Stanley
  Tax-Efficient Investing: Helping Keep Returns | Morgan Stanley

Sources

• Tax-Efficient Investing: Helping Keep Returns | Morgan Stanley www.morganstanley.com Morgan Stanley via serper

Referenced by nodes (1)

• Individual Retirement Account concept