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Should You Have The Same Stocks and Bonds Across All Accounts - Money Q&A

The Personal Finance Podcast

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Benefits of Consistent Asset Allocation Across Investment Accounts

This chapter explores the advantages of having the same asset allocation across different investment accounts, providing simplicity and alignment with investment philosophy. It also mentions the option of incorporating specific investments in certain accounts to reduce tax liability, while highlighting that variations in asset allocation may be necessary based on individual investment options and risk tolerance.

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