Running out of tax-deferred space
Tuesday, July 22nd, 2008I am running out of tax-deferred space for my investment portfolio. But before going into the problem, here’s some background information.
Background
For tax reasons, it is desirable to place each asset class into the appropriate “investment location” (by “investment location”, I mean whether it is in the traditional IRA, Roth IRA or taxable account). To understand […]

