Vai offline con l'app Player FM !
How To Retire: Using Asset Location To Be Tax Savvy (Part 5 of 11), Ep #89
Manage episode 376874970 series 2870433
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/
103 episodi
Manage episode 376874970 series 2870433
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/
103 episodi
Tous les épisodes
×Benvenuto su Player FM!
Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.