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Summary of The Best Investments for Taxable Accounts

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Summary of The Best Investments for Taxable Accounts

Tax savings isn’t just for tax-deferred accounts. With a little knowledge and planning, you can minimize your tax bite even with taxable accounts. In this tutorial we showed you several options to choose from and several common strategies you can use to keep Uncle Sam’s reach to a minimum.

What you have learned

  1. Very-Low-Turnover Stock Funds and Tax-Managed Mutual Funds
  2. Municipal Bonds or Municipal-Bond Funds
  3. Individual Stocks and Exchange-Traded Funds
  4. Variable Annuities
  5. Other Ideas for Tax Relief

Find out what you have learned