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Investing Specialists

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

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

Note: This article is part of Morningstar's February 2015 Tax Relief Week special report. This article originally appeared Jan. 27, 2015.

You've run the numbers and determined whether your spending rate is on track (or, if you're already retired, whether your spending rate is in the right ballpark). You've consulted reliable sources and come up with a logical stock/bond/cash mix given your particular situation.