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This week, listen as Trent and Derek tackle the listener question "I have heard of asset location, but I am unsure of what exactly it is and if or how I should be doing it". They talk through what exactly Asset Location is and how it relates to the various types of investment accounts and the tax implications of different investment types.
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Your Next Money Move
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Your Next Money Move on Instagram
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Derek Lawson on LinkedIn
Trent Porter on LinkedIn
By Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®This week, listen as Trent and Derek tackle the listener question "I have heard of asset location, but I am unsure of what exactly it is and if or how I should be doing it". They talk through what exactly Asset Location is and how it relates to the various types of investment accounts and the tax implications of different investment types.
Check out our website, where you can sign up for our newsletter and find other free resources:
Your Next Money Move
Connect with us on social media:
Your Next Money Move on Instagram
Your Next Money Move on Twitter
Derek Lawson on LinkedIn
Trent Porter on LinkedIn