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Investing Specialists

Taxable or Tax-Sheltered Accounts: What Goes Where?

Taking care with asset placement can result in big tax savings.

Note: This article is part of Morningstar's November 2013 Investor Starter Kit special report. An earlier version of this article appeared February 26, 2013.

I'll confess: When it comes to matters of money and investing, there are a handful of topics that make my head hurt. One of them is asset location--essentially, the placement of investments in taxable or tax-sheltered accounts.

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