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FoundationsStock Alerts + Tools0:46Accounts

The Wrapper Decides the Tax

The same portfolio in a taxable account, an IRA and a Roth produces three completely different after-tax outcomes.

0:46 · 6 scenes

This lesson is part of a Stock Alerts + Tools plan.

What the lesson covers

  1. 0:00The same holdings in three account types give three different results.
  2. 0:05When the tax is paid. Each type taxes at a different moment, and that timing is the whole difference.
  3. 0:15Why deferral compounds. Tax paid each year is money that stops compounding for you. Over decades that adds up.
  4. 0:24The trade-off. Sheltered accounts have contribution limits and rules about getting the money out.
  5. 0:33The placement decision. Put the tax-inefficient holdings in the sheltered account and the efficient ones outside.
  6. 0:41Choose the wrapper deliberately, then choose the holdings.
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Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
The Wrapper Decides the Tax — MAD Academy Training Video · MadStockAlerts