MAKING THE MOST OF TIME

MAKING THE MOST OF TIME


What is Asset Location and How Can It Reduce Taxes?

October 31, 2022

Asset location is a tax minimization strategy where you put certain assets in different types of accounts based on their expected returns, tax treatment, and many other factors. If you aren’t using it, you may be paying more in taxes than necessary. Let’s explore what asset location is, pros and cons of the different types of accounts, and how you could structure your portfolio to potentially be more tax efficient.