Tax impact of investment strategies

Description

Abstract: Higher 2013 income and capital gains rates and the new 3.8% net investment income tax may cause high-income investors to reexamine their investment strategy. The type of account, taxable or tax-deferred (for example, qualified retirement plan), could affect the investment strategy in a number of ways. This article lists strategies for both tax-deferred and taxable accounts, and notes where to hold fixed-income investments and where to hold equity investments.