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Colleen Jaconetti: dividend investing

Bogleheads® Live

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How to Handle Customer Questions About the Wellesley Income Fund or Wellington Fund in Their Portfolios

The Wellesley Income Fund and the Wellington Fund are two of our long-standing balance funds. Higher tax bracket investors will be better off holding those funds in a tax deferred or tax-free account so that the income that's generated each year is not taxed.

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