Sentences with phrase «outside of your retirement portfolio»
For investments outside of your retirement portfolio you can use strategies like investing in tax free municipal bonds and holding on to investments for longer than a year to lower capital gain taxes.
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Outside of a larger position in equities, the allocation to international stocks in the sample retirement portfolios is about a third.
Outside of a larger position in equities, the allocation to international stocks in the sample retirement portfolios is about a third.
If you're investing outside of an employer - sponsored retirement plan, The Simple Money Portfolio is designed to give you the exact mutual funds and exchange traded funds to purchase, a task that is made simplest and the least expensive by utilizing a low - cost brokerage option, like Schwab, Fidelity or TD Ameritrade.