Investments to Keep Out of Your Taxable Accounts Have you ever considered which types of investments you should hold in your taxable brokerage accounts vs. retirement accounts like your 401k, Roth and Traditional IRAs, etc.? The key is if you’re going to have certain investments in your overall portfolio, you want to hold them in a way where income (dividends, etc.) and capital gains distributions won’t significantly raise your tax bill. Christine Benz wrote a great article for Morningstar called “Which Investments to Keep Out of Your Taxable Account” that is well worth diving into if you have any of the following investments which I pasted from Christine’s article: “Here are some of the key categories to keep out of your taxable accounts: Travel Rewards Win and Updates I just had a massive win with travel rewards points: My daughter and I are going to Texas in February to visit 3 amusement parks (she’s a massive roller coaster enthusiast!) and we really wanted to fly into Dallas on one particular Friday night direct flight. The flights were over $500 each, which was a non-starter. They were American Airlines flights but I had no AA miles. What I did have was a