Tax-Efficiency of Asset Location

One of the roles of financial planners is to try to maximize a client’s long-term, after-tax returns. This involves an in-depth look at how investments, risk & returns, and taxes blend in together. Many individuals nowadays hold different types of accounts – Taxable (Individual or Joint), Tax-Deferred (401(k)s or Traditional IRAs), and Tax-Exempt (Roth IRAs or Roth 401(k)s).

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