This is a news story, published by CNBC, that relates primarily to Vanguard Group news.
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fund shareholdersCNBC
•Business
Business & Economics
86% Informative
Vanguard Group settled with the SEC on Friday over allegations tied to its target-date funds and investor taxes.
There's a lesson about "asset location" for investors.
This strategy pairs tax-inefficient assets like many bonds and actively managed funds with tax-advantaged account types like 401(k) plans and individual retirement accounts.
About 90% of the potential additional after-tax return from asset location comes from two moves.
Exchange-traded funds distribute capital gains to investors much less often than mutual funds, experts say.
Investors with municipal bonds or municipal money market funds avoid federal income tax on their distributions.
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