Asset Location for Tax-Optimization

September 5, 2021

We’ve all heard it said that when it comes to real estate, the most important factors are location, location, and location. Location also matters when it comes to investing, and sometimes where you hold your assets can be just as important as what assets you hold. Even the most impressive returns can be substantially diminished by a hefty tax bill. Asset location is a tax-minimization strategy that takes advantage of how different types of investments are taxed and utilizes different types of investment accounts to minimize your ultimate tax burden.

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