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Old 01-20-2005, 03:32 PM
TGoldman TGoldman is offline
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Join Date: Jun 2004
Location: Bellevue, WA
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Default Roth IRA Strategy

I recently made my 2005 contribution to my Roth IRA account and I'm wondering what would be the best strategy to use with my tax-exempt account? On one hand, I can see the benefit of using my Roth IRA to focus on tax free earnings for corporate bonds and REITs that generally derive most of their value from coupon and dividend payments. Yet on the other hand, I feel like I should use my Roth for more aggressive investing to offset taxes on any capital gains. What do you think? Keep in mind that either way I will maintain a diversified portfolio of stocks, bonds, REITs, etc. It's not a question of asset choice, but which account (taxable or tax-exempt) to allocate the assets. Thanks for your advice!
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