Assertion: portfolio | /r/HasProperty | investment
Facets:
value: in taxable accounts
type: LOCATION
value: in tax-free
type: MANNER
value: in both tax-deferred
type: OTHER
Source sentences:
text: If an investor's portfolio includes investments in both tax-deferred (or tax-free in the case of a Roth account) retirement accounts and in taxable accounts, asset location should be a consideration.