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How To Retire: Using Asset Location To Be Tax Savvy (Part 5 of 11), Ep #89
While most people are familiar with asset allocation (how you divide your investments among different asset classes), asset location is just as important. In this episode, I discuss the three main account types (taxable, tax-deferred, tax-free) as well as things to keep in mind when you figure out which investments to put in which account types.
You can find the full How To Retire series on my website: https://forthrightfinances.com/howtoretire/
If you find it helpful, please share!
If you'd like to see if we could be a good fit to work together, you can schedule a free consultation here: http://startmyretirement.us/
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By Scott Newhouse
5
66 ratings
While most people are familiar with asset allocation (how you divide your investments among different asset classes), asset location is just as important. In this episode, I discuss the three main account types (taxable, tax-deferred, tax-free) as well as things to keep in mind when you figure out which investments to put in which account types.
You can find the full How To Retire series on my website: https://forthrightfinances.com/howtoretire/
If you find it helpful, please share!
If you'd like to see if we could be a good fit to work together, you can schedule a free consultation here: http://startmyretirement.us/