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Personal Investments • Tax Efficiency - Funds Placement?

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One caution is that you still need either money set aside for an emergency fund or a plan to access cash in an emergency (money locked up in a 401k is likely not a good fit).
You are absolutely correct. My only other thought was to sell equities in our taxable accounts in the event of an emergency. I know some approach the EF this way once portfolio increases. We have no debt (no mortgage) and NW of ~$1.4MM (edit: not including home).

Looking forward, do we end up purchasing treasuries or bonds in our rIRAs and then in taxable once we exceed tax-deferred space?
You'll get a better answer if you post your full info using the "Asking Portfolio Questions" template.

Statistics: Posted by tonyclifton — Fri Jun 28, 2024 4:27 am — Replies 6 — Views 578



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