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Asset Location – A Way to Improve Your Investment Return, Episode #43
Manage episode 323941522 series 2773629
Treść dostarczona przez Trent DeBruin and Andrew Musbach. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Trent DeBruin and Andrew Musbach lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
When it comes to investing, there are very few “free lunches.” Asset location is one of them. In basic terms, it’s a way to improve your after-tax investment return (the one that matters) without taking on more risk, by simply being strategic about which investments you hold within which accounts, based on their unique tax treatment. In this episode, we walk through the different investment account types (Roth, pre-tax, and taxable) and explain how to think about which investment to own in each.
Resources & People Mentioned- Podcast Episode #5: The 80:20 Rule of Investing
- Podcast Episode #19: The “Other 20%” of Successful Investing
- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
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