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Vanguard Tax-Managed Fund vs others
Old 12-22-2012, 06:54 PM   #1
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Join Date: Mar 2012
Posts: 58
Vanguard Tax-Managed Fund vs others

In a taxable account account is it more tax efficient to put money in the Tax-Managed Balance Fund or create ones own via use of the 50% Total Stock Market or 500 S&P and 50% Intermediate Tax-Exempt Fund?

Aloso, is there a $ amount that it would make a difference for using one version or another for tax efficiency?

Both options would be in Admiral shares and tax rate in the 33+%.

As an aside if the after tax returns of a Wellesley or Wellington are about the same why not put taxable in one of these vs Tax-Managed Fund or combo as above via TS+TE?

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