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Personal Investments • Fixed Income, Taxable, and Investment Priority

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Greetings Community,

Assuming one is in the 24% tax bracket and needs to hold fixed income in taxable and tax-advantaged accounts, with the majority being in taxable, which of these investments should get priority in tax-advantaged accounts?

VTIP
VGIT
VBTLX

Thank you!
After doing the after tax math, consider the highest quality muni funds.
VWIUX...good quality
BMBIX...even higher quality
Larry Swedroe recommended AAA munis.
Vanguard has a few single state funds. There are many other single state funds out there but the expense ratios are too high.

Statistics: Posted by hudson — Sun Apr 28, 2024 8:21 pm — Replies 4 — Views 265



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