(Asset) Location, Location, Location! 2-7-26
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(Asset) Location, Location, Location! 2-7-26
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About this listen
More important than your asset allocation is your asset location. There are only 3 columns (categories) of financial vehicles:
Taxable
Tax-deferred
Tax-free
Before deciding what your allocation should be, you must decide where you want your assets to live. There is a perfect balance for each saver. In this episode, we dive into the advantages and disadvantages of each column, the proper uses of the assets that make up in column, and how to strategically transfer taxable and tax-deferred assets to the tax-free column.
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