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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.
Five Things to Know About Taxes in Retirement
Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. However, this isn’t always the case.