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Retrieved on: 2025-01-23 15:13:18
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Summary
The article highlights the importance of "asset location" in personal finance, specifically regarding tax efficiency with mutual funds. It discusses how Vanguard's settlement with the SEC illustrates the benefits of placing tax-inefficient assets in tax-advantaged accounts, aligning with numerous tags like taxation, investment, and retirement planning.
Article found on: www.nbcnewyork.com
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