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Portfolios 505: What Goes Where? The Art of Asset Location

Introduction to What Goes Where? The Art of Asset Location Why Is Asset Location Such a Sticky Wicket? Tax-Sheltered Accounts = High Returners with High Tax Costs Taxable Accounts = Higher Returners with Low Tax Costs Taxable and Tax-Sheltered Accounts = Lower Returners with High Tax Costs Summary of What Goes Where? The Art of Asset Location
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Introduction to What Goes Where? The Art of Asset Location

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Asset location is the placement of investments in taxable or tax-sheltered accounts. It has its own methods and challenges.

What you will learn

  • Why Is Asset Location Such a Sticky Wicket?
  • Tax-Sheltered Accounts = High Returners with High Tax Costs
  • Taxable Accounts = Higher Returners with Low Tax Costs
  • Taxable and Tax-Sheltered Accounts = Lower Returners with High Tax Costs

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Introduction to What Goes Where? The Art of Asset Location

When it comes to matters of money and investing, there are a handful of topics that make anyone's head hurt. One of them is asset location—essentially, the placement of investments in taxable or tax-sheltered accounts.

This course will explain the challenges investors face with asset location (not to be confused with asset allocation), and provide some general guidelines for navigating this confusing landscape.