Closet_Gamer
Thinks s/he gets paid by the post
Hi all.
This is a high class problem...but its still a problem....
I normally stash bonds and REITs in my IRAs...but I've hit the point where my allocations to those asset classes are greater than what I can keep in those accounts.
Suggestions on how to handle?
Seems like the options are:
1) Use muni bonds in a taxable account
2) Adjust my AA cap allocations to those assets at what will fit in the tax efficient accounts
3) Deal with the bigger tax hit from putting those assets in my taxable account
Other approaches?
Of the above options, your suggestions?
Thanks
This is a high class problem...but its still a problem....
I normally stash bonds and REITs in my IRAs...but I've hit the point where my allocations to those asset classes are greater than what I can keep in those accounts.
Suggestions on how to handle?
Seems like the options are:
1) Use muni bonds in a taxable account
2) Adjust my AA cap allocations to those assets at what will fit in the tax efficient accounts
3) Deal with the bigger tax hit from putting those assets in my taxable account
Other approaches?
Of the above options, your suggestions?
Thanks