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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chriscrna who wrote (11433)11/17/2024 2:01:05 PM
From: jritz0  Read Replies (1) of 21914
 
RE: Where to hold them.

JEPI, JEPQ should be held in a Roth if possible. Unsure of GPIQ. All the others can be held in a taxable if necessary.

I would just question why you are holding all these if you're 10 years away from retirement and don't need the income other than QDPL. The others are going to cap your capital gains but will lower your beta if that's a concern. Just want to make sure you are aware of that.
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