Exact(4)
Additional special forms (Form W-8CE if you have any deferred compensation items, a specified tax deferred account, certain non-grantor trusts, etc).
It is more tax efficient to have bonds, which generate interest that would be taxed at higher ordinary income rates, in a tax deferred account.
Also put your most speculative funds–say a leveraged OTC fund in your deferred account.
If you are investing through a 401 k), an IRA or other deferred account, buy a fund that owns taxable bonds (like Treasurys).
Similar(56)
"You're putting tax-deferred annuities in a tax-deferred account," Mr. Glovsky said.
So shares of companies domiciled in those nations could be held in a tax-deferred account.
A third of all Americans lack any retirement savings in a 401(k) plan or other tax-deferred account.
But, she said, it would have to increase to 48percentt for retirees to be better off in a regular account than a tax-deferred account.
To the extent that this research justifies adopting a seasonal trading strategy, it makes most sense to do so in a tax-deferred account.
In each, we assumed that the money was in a tax-deferred account and that the account owner reinvested any dividends.
One way around that is to hold dividend stocks in a tax-deferred account, like a retirement or college savings account.
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