Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
What's more important, asset allocation or taxation
Old 04-06-2006, 06:38 PM   #1
Thinks s/he gets paid by the post
nun's Avatar
 
Join Date: Feb 2006
Posts: 4,836
What's more important, asset allocation or taxation

I know both matter, but if you had to choose what would you consider more important the correct asset allocation or minimizing your tax bill
__________________

__________________
“So we beat on, boats against the current, borne back ceaselessly into the past.”

Current AA: 65% Equity Funds / 20% Bonds / 7% Stable Value /3% Cash / 5% TIAA Traditional
Retired Mar 2014 at age 52, target WR: 0.0%,
Income from pension and rent
nun 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 Early-Retirement.org 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: What's more important, asset allocation or taxation
Old 04-06-2006, 06:42 PM   #2
Thinks s/he gets paid by the post
MasterBlaster's Avatar
 
Join Date: Jun 2005
Posts: 4,359
Re: What's more important, asset allocation or taxation

Asset allocation and taxes are both important to consider in investment.

Is there more to your question than you have indicated ? Do you have a very specific question ?
__________________

__________________
MasterBlaster is offline   Reply With Quote
Re: What's more important, asset allocation or taxation
Old 04-06-2006, 07:57 PM   #3
Thinks s/he gets paid by the post
nun's Avatar
 
Join Date: Feb 2006
Posts: 4,836
Re: What's more important, asset allocation or taxation

Quote:
Originally Posted by MasterBlaster
Asset allocation and taxes are both important to consider in investment.

Is there more to your question than you have indicated ? Do you have a very specific question ?
Nothing more just seeing what people think
__________________
“So we beat on, boats against the current, borne back ceaselessly into the past.”

Current AA: 65% Equity Funds / 20% Bonds / 7% Stable Value /3% Cash / 5% TIAA Traditional
Retired Mar 2014 at age 52, target WR: 0.0%,
Income from pension and rent
nun is offline   Reply With Quote
Re: What's more important, asset allocation or taxation
Old 04-07-2006, 07:40 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Gone4Good's Avatar
 
Join Date: Sep 2005
Posts: 5,381
Re: What's more important, asset allocation or taxation

Quote:
Originally Posted by nun
I know both matter, but if you had to choose what would you consider more important the correct asset allocation or minimizing your tax bill
I've never thought of it as an either/or type of question. But considering the fact that I wouldn't change my asset allocation for tax reasons, I guess I consider asset allocation more important.

But tax considerations do impact the assets in my portfolio. I own Muni bonds, which I would not otherwise own if not for tax reasons. I'm postponing a decision on TIPS to see what the new I Bond rate is because of the tax deferral features of I Bonds. Etc.
__________________
Retired early, traveling perpetually.
Gone4Good is offline   Reply With Quote
Reply

Tags
Asset Allocation


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
Asset Allocation: Effective but not feasible? Hillbilly FIRE and Money 20 04-28-2007 11:02 PM
Asset Allocation Question - Deferred Compensation b3bobster FIRE and Money 1 11-06-2006 04:51 PM
Retiree Asset Allocation WilliamG FIRE and Money 37 08-29-2006 11:14 PM
Account types and Asset Allocation Helen Young Dreamers 5 03-07-2005 06:09 PM

 

 
All times are GMT -6. The time now is 06:09 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.