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Currently I max out my ESPP at a 15% company match. However I don't want to have this all sitting in the company I work for and I hate the brokerage they go through.

What is the most tax and fee efficient way to put this money to work?

Can I pull the securities out to a different brokerage? When should I re balance without having to worry about the tax implication?



Submitted April 14, 2017 at 12:01PM by wallawalla22 http://ift.tt/2pirHpR

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