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The Essentials Of Asset Location, Ep #58
Manage episode 319321470 series 2870433
Benjamin Franklin was right on the money (pun intended) when he said the only guarantees in life are death and taxes. As frustrating as taxes are, especially after you retire, there is a way to make them lighter using asset location.
If you don’t know much about asset location, it is probably because it is so esoteric many financial advisors don’t even bother with it. Instead, they focus on asset allocation. While that is important, a large part of your returns could be wiped out if you don’t use asset location effectively. So tune in to learn more and learn how to save on taxes by using asset location properly.
103 episodes
Manage episode 319321470 series 2870433
Benjamin Franklin was right on the money (pun intended) when he said the only guarantees in life are death and taxes. As frustrating as taxes are, especially after you retire, there is a way to make them lighter using asset location.
If you don’t know much about asset location, it is probably because it is so esoteric many financial advisors don’t even bother with it. Instead, they focus on asset allocation. While that is important, a large part of your returns could be wiped out if you don’t use asset location effectively. So tune in to learn more and learn how to save on taxes by using asset location properly.
103 episodes
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