Non-Dividend – moneymatteronlie

How to Optimize Tax Efficiency with Non-Dividend Paying Stocks and Brokerage Accounts

Problem: Many investors are focused on tax-advantaged accounts like IRAs in their desire to maximize such tax advantages. Indeed, as income grows—through promotion or new jobs—then they begin to exceed the income limits to contribute to these accounts. The question becomes how one efficiently invests outside of these tax-advantaged accounts, particularly as it pertains to … Read more