Two investors can own the exact same portfolio…
And have very different after-tax results.
Why?
Asset allocation vs. asset location.
Allocation answers:
▪️ What percentage is in stocks, bonds, alternatives, cash?
Location answers:
▪️ Which assets belong in taxable accounts vs. IRAs vs. Roth accounts?
Get this wrong and you could be quietly bleeding after-tax return every year.
Get it right and you improve efficiency without increasing risk.
Questions on your asset location? Reach out
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