Uncommon Wealth Podcast

Asset Location


Listen Later

Phillip Ramsey and Cody Kowalski explore strategies for asset allocation and asset location in the latest Uncommon Wealth Podcast. They discuss how asset location offers a tax-efficient approach to investment growth by strategically placing equities and bonds across Roth accounts, IRAs, and taxable accounts. Learn how this method can impact required minimum distributions and overall retirement planning. Perfect for those interested in optimizing their investment strategies, especially within higher tax brackets. Tune in to understand how to align your portfolio with your long-term financial goals.

...more
View all episodesView all episodes
Download on the App Store

Uncommon Wealth PodcastBy Uncommon Wealth Partners

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

105 ratings


More shows like Uncommon Wealth Podcast

View all
At The Table with Patrick Lencioni by Patrick Lencioni

At The Table with Patrick Lencioni

1,130 Listeners