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A Tax Lens on Retirement Investing - Asset Location
Asset location is a retirement strategy that prioritizes investing in a combination of tax-free, tax-deferred, and taxable accounts to maximize after-tax returns. The return profile of the asset and how it is taxed can make a great deal of difference to both the overall return of the portfolio over time and the amount of taxable income generated each year.
Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make and have more in the future.