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tax advantage?
Old 10-07-2008, 10:26 AM   #1
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tax advantage?

What are the terms I should use when trying to learn about tax advanatged funds? I've tried tax advantaged, tax cost ratio, and I haven't really found much other than this:

Quote:
The best indicator of a tax-efficient fund is one that has been tax-efficient in the past, says Jim Peterson, vice president at Charles Schwab, the discount brokerage. Morningstar's tax-cost ratio is one measure of that. Lower is better. A ratio of 1 means that the fund gave up an average of 1 percentage point to taxes over time. You can find a fund's tax-cost ratio at Morningstar Investment Research.
USATODAY.com - Tax-managed, tax-efficient funds can reduce IRS' bite

I'm just doing random internet searches until my books come in (been waiting 5 weeks now ). I keep reading threads about how some funds are better in a ROTH IRA than a traditional IRA, but I can't find the reasons why other than the people making the posts already know one way or the other.

I've thought about moving my FFFFX from a Roth to a traditional IRA to save on taxes, but I doubt it would do me any good. Even then how do I go about finding the tax information to make a better informed decision? By the way USPS sucks sometimes
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Old 10-07-2008, 02:45 PM   #2
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You might like the calculator and the overview here:
Taxable vs. Tax Advantaged Investments - Financial Calculators from Dinkytown.net
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