Tax-Efficient Account Allocation
Quiz   Solutions

Are you efficiently allocating your investments between your taxable accounts and your IRAs? Take this quiz to find out.

Directions: For each pair of asset classes below, select the one which better utilizes the tax shield provided by an IRA.

 
Stocks
Bonds
Stocks
REITs
       Real Estate Investment Trusts
US Stocks
Foreign Stocks
Corporate Bonds
Treasury Bonds
Treasury Bonds
Municipal Bonds
Please consult with your tax adviser