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Kiplinger
Kiplinger
Business
Charles Lewis Sizemore, CFA

The Asset Location Rule: Where to Put Income Investments in Retirement?

A piggy bank at the fork of a road with multiple paths.

You've built a retirement nest egg and are ready to retire.

Congratulations! You've done the hard work. But now it's time for the nitty-gritty details that can make a major difference in how much of your retirement income you actually get to spend on yourself … and how much you have to share with Uncle Sam.

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