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Interest Rates - BOND Asset Location

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Hi

I came across these recently

Even the Bogleheads just recently revised their Wiki on this subject to show that stocks in taxable isn’t always right. Put your bonds in taxable and let proper asset location give your portfolio a boost. - Tax Efficiency: Relative or Absolute?

- How Do Interest Rates and Dividend Yields Affect Asset Location?

- Why Municipal Bonds Probably Don’t Belong In Your Portfolio

- Rethinking Bonds In Taxable

- Asset Location – Bonds Go In Taxable!

vs.

- Asset Location Decision Revisited (Assumes 5% yield on taxable bonds)My AA is 70/30 (40% Intl, 10% REITs). I am in 28% bracket in CA.

Most of my BOND funds (basically Stable Value) are in Tax-Deferred (T-401K).

Rest of my BOND portion is in CASH in Taxable - Online Savings accounts - (Discover, Ally, and NetSpend/LendingClub)

So given my AA, tax bracket, asset allocation and BOND fund location, AND above information, should I

1) Buy BOND Funds in Taxable, which ones?

2) Do I need MUNIS?

If yes, how do I go about it?

Thanks
Date: Aug 10, 2016   


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