Over the years, my investment portfolio has become rather messy. I am very interested in learning how to make my portfolio more tax efficient. Even though I am happy with it’s overall allocation strategy, many of the assets are in the wrong “location”. For example, some of my REITs and Bonds are in my taxable accounts. On the other hand, some of my growths ETFs (therefore low dividends) are in my tax advantaged accounts. Has anyone been through this or know of any resources on how might I learn how to clean things up without initiating a large taxable event? I have talked to my CPA without much success. Plus the financial planners I have interviewed want more control than I am willing to give up (and seem more like salesmen that true planners). Any thoughts are appreciated. Thanks…
Please note that I have also posted this topic in the “Investor Alley” section.
