Taxable Accounts
Investment ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?Reason
Municipal Bonds ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?Double tax free and greater liquidity for immediate needs.
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Growth Stock Portfolio ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?Higher appreciation potential, lower dividends (ordinary and ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?income), capital gains tax tax treatment on appreciation.
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IRA
Real Estate Investment Trusts ? ? ? ? ? ? ? ? ? ? ? ? ?Generates high amounts of income taxed at ordinary income ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?tax rates.?
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Hedge Fund of Funds ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? May generate mostly ordinary income.
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?Many funds may result in late receipt of K-1's adding to ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?complexity of personal income tax return not an issue in an ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?IRA account.
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Tactical Money Manager ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?Frequent trading may result in high short term capital gains ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?taxed at ordinary income tax rates.
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Excerpt from The Complete Guide to Estate and Financial Planning in Turbulent Times (Collaborative Press, 2011) - Walt Dallas, Contributing Author
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