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A Tax Lens on Retirement Investing - Asset Location
Investing Pamela Chen, CFA, CPA, MBA Investing Pamela Chen, CFA, CPA, MBA

A Tax Lens on Retirement Investing - Asset Location

Asset location is a retirement strategy that prioritizes investing in a combination of tax-free, tax-deferred, and taxable accounts to maximize after-tax returns. The return profile of the asset and how it is taxed can make a great deal of difference to both the overall return of the portfolio over time and the amount of taxable income generated each year.

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