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Robert Powell, CFP®
Robert Powell, CFP®


Thanks for the question. I'm going to rely on a presentation delivered by Michael Kitces in which he suggested investing in emerging markets, sector rotation funds, commodity funds, high yield bonds, and government bonds in Roth and traditional IRAs/retirement accounts while investing in the S&P 500, MSCI EAFE, and MLPs in brokerage/taxable accounts. The rationale is based on the intersection of tax efficiency and expected return. That help?

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