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Reply to "What’s the tax implication with buying a target retirement fund through a brokerage account? "
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[quote=Anonymous]PP above me is correct. There is a price to be paid for simplicity when it comes to investing. They are generally not very tax efficient, especially if you are in the 24% or above tax bracket. If you are in a high tax bracket, VTMFX is solid.When they have to rebalance, often you will get nailed with capital gains. It's usually not THAT big of a deal, but it is an issue. A better and equally simple option would be a LifeStrategy fund from Vanguard. Their allocations are fixed and there are many people using them in a brokerage account, so administrator are less likely to screw over taxable account holders.[/quote]
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