Asset Location Optimizer

Holding tax-inefficient assets like bonds in a taxable account creates a yearly tax drag. See what the right location saves.

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Location advantage

Extra growth over time
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Interest-heavy assets like bonds are taxed at your ordinary rate every year in a taxable account, dragging on compounding. Sheltering them in a tax-deferred account removes that annual drag. This compares the two over your horizon (before any withdrawal tax on the sheltered account). It ignores that tax-efficient stocks may be better in taxable accounts, but shows why location matters. Illustrative.

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