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Personal Investments • Looking for feedback on Asset Allocation plan

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Just a couple quick comments..
Target Funds are fine but I wouldn’t mix them with other funds in an account. They contain everything.

Keep your taxable simple with total market index funds. They’re tax efficient. You’ll want the option to tax loss harvest in this account (eventually) so don’t use funds here that you hold in other accounts.

Cheers

Statistics: Posted by goingup — Thu Sep 05, 2024 4:55 pm — Replies 3 — Views 389



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