Jeremy Wolf's picture

Investment Quarterly, Q2 2006

Our lead article, “The Asset Location Debate: Taxable vs. Tax Deferred Accounts,” continues last quarter’s review of academic literature on the impact of taxes on wealth accumulation. While the previous article considered the implications of differing tax rates and policies on various investments, this quarter’s article focuses on how locating different types of assets in taxable and tax-deferred accounts affects long-term wealth.

AttachmentSize
IQ Q2 2006.pdf214.38 KB