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TL115_Householding

Automated Household-Level Rebalancing

April 17, 2019

Managing multiple accounts to a single target in a tax-optimized manner

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Householding: Time to Get Your House in Order

May 18, 2017

“Householding” means managing multiple accounts to a single goal, leveraging tax-advantaged accounts where possible. The point is not just to manage each account well. It’s to manage the accounts as a whole well.

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