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Asset allocation and asset location : household evidence from the survey of consumer finances

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Academic year: 2021

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Table 1: Self-Directed Tax-Deferred Assets as a Percent of Total Financial Assets
Table 4: Share of Financial Assets Held in Tax Deferred Accounts, 1998 Net Worth or Financial
Table 9: Millions of Households with Tax-Inefficient Allocations After Reallocation of Some Assets
Table 1 1 : Explaining Tax Efficiency and Asset Allocation Share Differences
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