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March 24, 2025

How to set and invest your emergency fund

  • Investors can end up with “portfolio sprawl” — too many accounts and too many holdings within them.
    • By CHRISTINE BENZ
    Morningstar

    iStock image [enlarge]
    Tax-deferred accounts can be particularly ripe for consolidation. Consider merging multiple 401(k)s and IRAs into a single IRA.

    Even if you're not an investment collector, it's a good bet that the number of holdings and accounts in your portfolio have grown right along with your age and net worth.


     
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