Discuss a strategy for using both types of ownership

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Question: Explain the difference between "directly-owned" and "owned in a tax-advantaged plan" investments. Discuss a strategy for using both types of ownership for a single individual in his/her mid20s; a married couple in their 30s; a single individual in his/her mid-50s, and a married couple both age 65.

Reference no: EM131972811

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