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Market Model

Submodels:

BMSI

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80-20 Correction Index

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 FAQ

Atlanta Money Manager, Financial Advisor, Financial Planner

Is it better to run the market model in an IRA or tax-deferred account?

While the model can add value to taxable accounts based on the rationale outlined here, all things being equal, it is better to run the market model in an IRA or tax-deferred account. Many clients have a taxable account and an IRA, which allows us to conduct many of the less tax-efficient transactions in an IRA; under these circumstances, we can treat the taxable account and IRA as one large household account.

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