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Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia 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.
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Episode 143: The Importance of Asset Location and Asset Allocation
Manage episode 439139399 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia 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.
In this episode, Alex and Wade discuss the importance of asset location in addition to asset allocation. They explain that asset location involves strategically placing assets in different types of accounts based on their tax efficiency. They discuss the tax efficiency spectrum, with tax-exempt bonds being the most tax efficient and REITs being the least tax efficient. They also discuss the tax advantages of different types of accounts, such as Roth IRAs, 529 plans, health savings accounts, and non-qualified annuities. Listen now to learn more!
Takeaways
- Tax location is an important consideration in addition to tax allocation.
- Assets should be strategically placed in different types of accounts based on their tax efficiency.
- The tax efficiency spectrum ranges from tax-exempt bonds (most tax efficient) to REITs (least tax efficient).
- Different types of accounts offer different tax advantages, such as tax deductions, tax deferral, and tax-free distributions.
- Asset allocation should drive the decision of where to place assets for tax efficiency.
Chapters
00:00 Introduction to Tax Efficiency
05:49 Understanding Asset Allocation and Tax Efficiency
09:39 Exploring the Tax Efficiency Spectrum
18:45 Placing Assets in Taxable, Tax-Deferred, and Tax-Exempt Accounts
27:30 The Importance of Asset Allocation in Tax Location Decisions
33:58 Other Considerations: Annuities, Life Insurance, and More
Links
Spots are filling fast! Register now to attend a FREE Webinar with Retirement Researcher on 9/17 at 2:00 PM ET, 5 Must-Knows About Retirement Spending hosted by Christine Benz of Morningstar! Visit risaprofile.com/podcast to sign up now!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
143 episodes
Share
Manage episode 439139399 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia 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.
In this episode, Alex and Wade discuss the importance of asset location in addition to asset allocation. They explain that asset location involves strategically placing assets in different types of accounts based on their tax efficiency. They discuss the tax efficiency spectrum, with tax-exempt bonds being the most tax efficient and REITs being the least tax efficient. They also discuss the tax advantages of different types of accounts, such as Roth IRAs, 529 plans, health savings accounts, and non-qualified annuities. Listen now to learn more!
Takeaways
- Tax location is an important consideration in addition to tax allocation.
- Assets should be strategically placed in different types of accounts based on their tax efficiency.
- The tax efficiency spectrum ranges from tax-exempt bonds (most tax efficient) to REITs (least tax efficient).
- Different types of accounts offer different tax advantages, such as tax deductions, tax deferral, and tax-free distributions.
- Asset allocation should drive the decision of where to place assets for tax efficiency.
Chapters
00:00 Introduction to Tax Efficiency
05:49 Understanding Asset Allocation and Tax Efficiency
09:39 Exploring the Tax Efficiency Spectrum
18:45 Placing Assets in Taxable, Tax-Deferred, and Tax-Exempt Accounts
27:30 The Importance of Asset Allocation in Tax Location Decisions
33:58 Other Considerations: Annuities, Life Insurance, and More
Links
Spots are filling fast! Register now to attend a FREE Webinar with Retirement Researcher on 9/17 at 2:00 PM ET, 5 Must-Knows About Retirement Spending hosted by Christine Benz of Morningstar! Visit risaprofile.com/podcast to sign up now!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
143 episodes
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Similar to Retire With Style
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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continue reading
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