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Table: Where Should It Go?


TAXABLE ACCOUNT

EXCHANGE-TRADED FUNDS, INDEX FUNDS

Low turnover makes them tax-efficient.

I-BONDS

These savings bonds defer interest payments.

LONG-TERM POSITIONS IN INDIVIDUAL STOCKS

You get the benefit of the long-term capital-gains rate when you sell.

MUNICIPAL BONDS/FUNDS

Already tax-exempt.

TAX-MANAGED FUNDS

These funds are operated with an eye toward minimizing taxes.

TAX-DEFERRED ACCOUNT

ACTIVELY MANAGED FUNDS

They distribute taxable gains from the sale of profitable stocks after adjusting for losses.

ACTIVELY TRADED SECURITIES

You avoid paying capital-gains taxes when you sell a profitable security.

TAXABLE BONDS/FUNDS

Most of their returns are in the form of taxable annual interest payments.

TIIS (TREASURY INFLATION-INDEXED SECURITIES)

Adjustments made to principal are taxable but don't produce cash.

Data: Morningstar, BusinessWeek


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