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Erica Whittlinger's Tax Plan Tips By Erica Whittlinger, Sound Money June 7, 2003
To maximize the advantage of the new federal tax cuts, Erica Whittlinger recommends this general mix for your taxable and tax deferred investments. As always, consider your own level of risk tolerance and proper asset allocation when making any investment decisions.
Taxable Investments
Tax Deferred Investments
Long-term (year or more) Stocks w/Capital Gains
Guaranteed Investment Contracts
Stock Funds
Stable Value Funds
Qualified Preferred Stocks
Taxable Bonds & Taxable Bond Funds
Emergency Reserves (ie: Money Market funds and Bonds)
