The Motley Fool Discussion Boards
Investing/Strategies / Retirement Investing
|Subject: Asset Location||Date: 5/24/2009 9:51 PM|
|Author: LauraLeever||Number: 65724 of 77407|
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?
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