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Investing Specialists

Improve Your Taxable Investments

We coach you on assessing how tax-efficient your holdings are--and making changes tax-efficiently, too.

The following is part of our 21 Days to Improve Your Financial Life special report.

Taxable accounts can fill a valuable role in many investors' portfolios. They're the best place to hold an emergency fund or assets you're amassing for short-term goals like home improvements, because you'll be able to withdraw the money without any explanation or penalty whenever you want.