Portfolio Development and Analysis
A CFP® professional is reviewing a client’s investment portfolio. The client has the following accounts:
- Traditional IRA
- Roth IRA
- Taxable brokerage account
Which of the following assets is generally MOST appropriate to hold in the Roth IRA?
- Municipal bonds
- A money market fund
- A diversified stock mutual fund expected to experience significant long-term appreciation
- Short-term Treasury bills
