The U.S. tax code is overly complex, not just for the income you earn working in your career, but also for the income you earn from your investments.
The good news is that by understanding the different tax treatment that applies to different investments—and account types—we can plan a tax-wise asset location strategy. And, successful asset location can significantly minimize the amount of taxes you pay on your investments as a whole. This can lead to a meaningful increase in your after-tax return—the money you get to keep, which is all that really matters.
Brian Puckett's Blog 