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Investing Specialists

When Taxes Collide With Your Asset Allocation

Once you factor in taxes, asset exposures in certain account types might be smaller than they first appear.

Here's a mind-bender for you.

Let's say a 65-year-old woman is prepping her portfolio for retirement. Her assets are ultra-streamlined, with a $500,000 Roth IRA account containing stocks and $500,000 in a traditional IRA portfolio consisting of bonds.