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Investing Specialists

Are You Holding Your Assets in the Right Types of Accounts?

Christine Benz

Note: This article is part of Morningstar's 2018 Portfolio Tuneup week. An earlier version of this article appeared on Jan. 24, 2017.

You've run the numbers to assess whether your current portfolio--plus your expected additions to it--puts you on track for retirement. You've consulted expert opinions and considered your own situation to find the optimal mix of stocks, bonds, and cash. You've gotten your portfolio down to a manageable list of low-cost, high-conviction holdings.