Where Should You Hold International Stocks: Taxable or Tax-Advantaged?

 I’ve considered and reconsidered in which account I ought to hold those funds.

The primary goal of asset location is to increase the tax-efficiency of your portfolio, at least it will be for most people. You want to pay the lowest amount of tax on your chosen asset allocation.

In terms of asset location, there are two broad categories of account types: a taxable brokerage account and a tax-advantaged account.

 Is Taxable or Tax-Advantaged Best?

Both  account types benefit from tax-free growth. You pay no taxes on dividend payments and owe no taxes on capital gains when you sell assets as long as the proceeds remain in the account.

Hypothesis: International Stocks Belong in a Taxable Account

I read somewhere that owning international stocks in a taxable account allowed you to take advantage of the Foreign Tax Credit.....

You see, when you own non-U.S. stock funds as a U.S.-based investor, those funds pay taxes to foreign entities, and as a shareholder, you’re indirectly paying those taxes.

Calculating the Tax-Efficiency of International Stocks

Like so many “yes or no” questions, the answer is neither of those words. How do the trusted Bogleheads answer the question in their wiki?

Since I keep most of money with Vanguard, I was able to choose popular index funds in the international and domestic stock categories that I currently have or have previously held in my own accounts.

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Testing the Hypothesis

Most of the information required can be gathered from either Vanguard or Morningstar, and this post has been updated with year-end data from 2020.

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