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In response to
"Can I ask you guys some investing questions? If you have a brokerage account, how do you manage that relative to other investments? I have 401k, etc."
by
oblique
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Generally speaking, you should be managing allocations in aggregate and looking at your total exposures across all your accounts -- (edited)
Posted by
znufrii
Jun 25 '24, 11:49
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So it doesn’t really matter whether you hold a given position in your brokerage vs. retirement accounts, if it’s all going towards the same goal, apart from marginal tax optimization perhaps, but I don’t know how much difference that’ll actually make. Just note that if you hold funds in your brokerage acct, distributions may be taxable.
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