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A wealthy investor whose taxes are prepared by a professional should hold shares in a taxable account, Mr. Lucas said.
Put the MLPs in your taxable account.
This one is good for a taxable account.
You might be better off investing from a taxable account.
But the jerk puts it into your taxable account instead.
Growth stocks make a lot of sense in a taxable account.
Subtract federal tax for money in a taxable account and you have an aftertax 0.76% return.
In a taxable account rebalancing is more costly, but a certain amount is still worthwhile.
Holding lots of stock in a taxable account has other advantages.
That tax difference is worth as much as another quarter-point (in a taxable account).
In a taxable account particularly you are better off with segregated portfolios (for harvesting losses).
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