I would move the treasuries out of your taxable account. Sell them and buy VTI. I would also get rid of the bonds in the Roth. I would then put all the bonds in one of the tax-deferred accounts.I understand that logic and reasoning. To what asset or investment are you referring? What specifically would you switch or relocate?Correct.It would be more tax efficient to not have interest paying investments in your taxable account.
Statistics: Posted by mhc — Wed May 15, 2024 4:54 pm — Replies 15 — Views 725