t*m
发帖数: 4414 | 1 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! | S*******s
发帖数: 10098 | 2 The question is so well constructed by you. It feels almost like ....you are
testing Boston board people' s IQ about assets positioning!
,
even
【在 t*m 的大作中提到】
: I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
: Fund (MAPTX) in my taxable account. About 10K each.
: Are they tax efficient?
: (1) One is a bond funds, and the other is an active stock funds, therefore,
: tend to be tax inefficient.
: (2) But they are foreign funds. Will the foreign tax credit make them even
: more tax efficient than a S&P 500 index funds?
: (3) Should I put these two positions into IRA account and switch out ~20K
: IVV to my taxable account?
: Many thanks!
| t*m
发帖数: 4414 | 3 Actually, I did (3) today, since it's hard for me to believe the foreign
bond or active stock funds can beat IVV in term of tax efficiency.
are
,
even
【在 S*******s 的大作中提到】
: The question is so well constructed by you. It feels almost like ....you are
: testing Boston board people' s IQ about assets positioning!
:
: ,
: even
| S*******s
发帖数: 10098 | 4 good job!
【在 t*m 的大作中提到】
: Actually, I did (3) today, since it's hard for me to believe the foreign
: bond or active stock funds can beat IVV in term of tax efficiency.
:
: are
: ,
: even
|
|
