Using Asset Location to Defuse a Retirement Tax Bomb
Editor’s note: This is part six of a seven-part series. It dives more deeply into the second strategy for defusing a retirement tax bomb, implementing asset location. If you missed the introductory article, you may find it helpful to start here.
Most investors have heard of asset allocation, but asset location is another story – and it could help investors with large tax-deferred savings reduce their tax bills in retirement.
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