Understanding Asset Location

You may have heard the term "Asset Allocation", referring to how your portfolio is divided up among different investments.  Today we're discussing Asset Location and how positioning your investments correctly across accounts can make a huge difference in your lifetime tax bill. 

Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:

ZAshburn@ReachStrategicWealth.com

Ben@GuideFP.com

The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.