222 – Tax Efficient Asset Location
Description
Click below to listen to Episode 222 – Tax Efficient Asset Location
Tax Efficient Asset Location
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Navigate the various nuances of asset allocation and how it works.
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This episode covers the in depth topic of tax-efficient asset location, which involves strategically placing different types of assets (such as stocks and bonds) in various account types (such as taxable accounts, Roth IRAs, and traditional IRAs) to minimize the overall tax burden on investment returns over time.
Bob and Matthew break this down into various key points of asset allocation, asset location, how exactly it works, is asset allocation for everyone, and what is the advantage? Asset allocation is not a “one size fits all” strategy, and it can require analysis and understanding from a certified financial advisor.
HOSTED BY: Bob Barber, CWS®, CKA®
CO-HOST: Matthew Barrovecchio
Mentioned In This Episode
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United States
