How to Optimize Asset Location

Explanation of how to increase after-tax investment returns by optimizing "asset location"...putting certain assets in certain account types

Links in this video:

Retirement Planning Insights - https://www.tenonfinancial.com/newsle...
Taxes in Retirement -   / taxesinretirement  

#RetirementPlanning #FinancialPlanning #AssetLocation

DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.