Story thread · 2 reports / 2 sources
You Own 47 Positions at 70 and Cannot Explain Half of Them. These 3 ETFs Replace Every One
247wallst.com · 1d · first report
A 12-page brokerage statement full of overlapping funds feels like diversification, but most retirees are unknowingly paying fees for the same 20 stocks held 47 different ways. The cleanup is simpler than you think, and the tax strategy matters as much as the funds you choose.
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