Advanced Tax Management and Index Funds - Show 49-3

Tuesday, September 18, 2012 4,361 views

Mark and Tom discuss certain funds that are created specifically for the purpose of tax management and efficiency. To convey this strategy, Mark uses IFA's "Asset Location" painting that illustrates which investments belong in which type of accounts. There are also some side-by-side comparisons of estimated tax savings between Dimensional Funds and the Morningstar Asset Class averages.

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