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Why Your Asset Location Is So Important
Manage episode 360982137 series 3428540
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You may have heard of something the investing world refers to as Asset Allocation, which has to do with deciding between asset categories like stocks, bonds, CDs, alternative investments, etc. It's an important part of building your portfolio.
But there's another, equally important part that doesn't get talked about nearly enough: Asset Location. This has to do with how assets located in different types of accounts (Roth, IRA, or personal) are ultimately taxed to you. When done properly, an asset location strategy may dramatically decrease the amount you’ll ultimately pay in taxes on those assets.
Learn more about how it works and why it's important from podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!
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