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2643: What Type of Investment Account Do I Open? by Robert Farrington of The College Investor

Optimal Finance Daily - Financial Independence and Money Advice

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Strategies for Structuring Investment Accounts

Discussion on categorizing investment accounts into pre-tax and post-tax buckets, HSA, and after-tax brokerage, emphasizing the importance of strategic optimization based on asset allocation. The chapter advises against margin investing for new investors and suggests starting with tax-optimized retirement accounts.

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