Asset Location, Strategy to Cut Taxes, Is Often Overlooked
By THOMAS WALSH CFP©

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New Tax Law May Call for Tweaking Strategy but Probably Not Big Changes Asset allocation comes first, then comes asset location. It’s the often overlooked strategy of placing investments in the right accounts to minimize taxes. And while the anticipated new tax law may affect the strategy somewhat, don’t wait for passage to act. Most asset-location strategies that work today …

eHeziAsset Location, Strategy to Cut Taxes, Is Often Overlooked
By THOMAS WALSH CFP©