Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Tax-efficient balanced funds
Old 01-22-2007, 02:21 PM   #1
Recycles dryer sheets
Join Date: Sep 2004
Posts: 325
Tax-efficient balanced funds

Anyone know any good no-load tax-efficient balanced funds?

Also, does anyone think the bottom will fall out of the stock market right after the 2008 elections....if so, what would be your strategy for rebalancing your asset allocations at that point?

ferco is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: Tax-efficient balanced funds
Old 01-22-2007, 02:37 PM   #2
Thinks s/he gets paid by the post
MasterBlaster's Avatar
Join Date: Jun 2005
Posts: 4,360
Re: Tax-efficient balanced funds

You could try the Vanguard Tax-Managed Balanced fund

or, How about the T Rowe Price Tax Efficient Balanced fund

These should fit the bill...

Yes, The stock market will crash in 2008 just after Jesse Jackson is elected.

The strategy for rebalancing would be to move everything to the Cayman Islands fund at that point.
MasterBlaster is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Roth Conversion Tax Part 2 halo FIRE and Money 0 11-22-2006 11:29 AM
Ratio of taxed to tax deferred savings at ER nun FIRE and Money 34 04-27-2006 12:02 PM
Stocks or Mutual Funds renferme FIRE and Money 7 03-01-2006 06:14 PM
M* discovers that ETFs are more tax efficient than mutual funds Nords FIRE and Money 4 02-15-2006 06:14 PM
Tax efficient mutual fund or not animefans Young Dreamers 7 07-29-2004 03:19 PM


All times are GMT -6. The time now is 03:24 AM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2016, vBulletin Solutions, Inc.