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How To Retire: Using Asset Location To Be Tax Savvy (Part 5 of 11), Ep #89

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Manage episode 376874970 series 2870433
Content provided by Scott Newhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Newhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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/

  continue reading

103 episodes

Artwork
iconShare
 
Manage episode 376874970 series 2870433
Content provided by Scott Newhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Newhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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/

  continue reading

103 episodes

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