WCI #12: Investing in Taxable Accounts - What You Need to Know
White Coat Investor Podcast
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How to Manage Your Taxed Account
You could hire a regular financial advisor as well, obviously that's going to be a little bit more expensive than a robo-advisor. But hopefully you're getting some other value out of it other than just the tax-loss harvesting. Here are a few principles to think about as you manage your taxable account yourself. Principle number one is max out your tax-protected accounts first. You should try to simplify your holdings at every opportunity possible.
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