Allocation of bond funds in taxable account
Bogleheads • View forum - Investing - Help with Personal Investments
If given only BSV (Vanguard Short Term Bond ETF) and BCSH (Vanguard Short-Term Corporate Bond ETF) as options for bonds, what percentage would you allocate of each?
Are total bond funds much risker than cd's?
Hello,I have cd's in varying maturities in my taxable account. In order for more tax efficient placement, I"m looking to move them as they mature, to purchase a total bond fund in my 401k, and then purchase TSM fund in my taxable with equal amounts to continue my asset allocation of 50/50. ...
Applying the three funds over several accounts
I have an IRA and a Roth IRA as well as two inherited IRAs. I also have an ordinary taxable account.Would you take all of these accounts and treat them as if they are one account for purposes of deciding the allocation into the three index funds?I think that I have learned here that bond funds...
Bond recommendations for taxable account?
I know that there is some debate about where to put your asset allocation for bonds -- taxable or tax deferred. However, if I were going to put bonds into a taxable account, what are some recommended funds for that purpose? I'm assuming that a tax-exempt bond fund would be best. But, short-term...
Taxable Account - Bond Investments
My Taxable account is much greater in value than my IRA (Taxable 9 times larger than my IRA). To provide proper asset allocation, my IRA will hold mostly assets that generate a lot of taxable activity (e.g REIT, Treasuries, etc).In my Taxable account, it will contain mostly stock funds, but ...
Appropriate Roth IRA allocation
I have assets in an Individual taxable account, a traditional IRA and a Roth. My overall portfolio is straightforward, consisting of all Vanguard funds, including Total US, Total International stock markets, and Total Bond Market, Total International Bond Market and short and intermediate term i...
Taxable Bond Fund Suggestions
I am 29 and thus far I have been 100% in stocks in my taxable account. I have a lump sum I would like to invest and I plan to re-balance my asset allocation that way. I would like a 15% allocation towards bonds. However, since bonds are generally not good to keep in taxable I am looking for tax e...
Asset allocation between taxable and non-taxable accounts
Hi Bogleheads,I've heard a lot of advice on asset allocation and what the ideal allocation should be and also about what types of investments to have in a taxable account vs non-taxable, but given that, how do you allocate when you have money in taxable accounts and in non-taxable accounts. ...
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