The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/asset-location-27701060.aspx

Subject:  Asset Location Date:  5/24/2009  9:51 PM
Author:  LauraLeever Number:  65724 of 75340

Hi,
I'm new and trying to figure out how to set up my portfolio in regards to asset location. I've read a lot on the Motley Fool and just when I think I'm getting it, I get confused again. I'll be retiring in 15 years. I have a new 403b with Vanguard and a very old and neglected Roth IRA with Fidelity.

Are both accounts the same, in terms of tax issues -- meaning would I put the same types of investments in both accounts?

Where do brokerage accounts fit in with this? If I can buy/sell stocks within a Roth IRA and never have to pay capital gains, why would I want to have a separate brokerage account?

Thank you.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us