Your Next Money Move

What Is Asset Location and How Do I Use It?


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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 MoveBy Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®