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Asset Location – A Way to Improve Your Investment Return, Episode #43
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When it comes to investing, there are very few “free lunches.” Asset location is one of them. In basic terms, it’s a way to improve your after-tax investment return (the one that matters) without taking on more risk, by simply being strategic about which investments you hold within which accounts, based on their unique tax treatment. In this episode, we walk through the different investment account types (Roth, pre-tax, and taxable) and explain how to think about which investment to own in each.
Resources & People Mentioned- Podcast Episode #5: The 80:20 Rule of Investing
- Podcast Episode #19: The “Other 20%” of Successful Investing
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- Download our guide: The Financial Checkup
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