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The “Asset Location” Dilemma: Tax Strategy Or Tax Trap? &Raquo; Pexels Photo 4905089

The “Asset Location” Dilemma: Tax Strategy or Tax Trap?

Before the article, here’s what’s happening this week on our podcast, Personal Finance for Long-Term Investors: The world of financial planning comprises many strategies and tactics, some big and some small. Dollar-cost averaging, sequence of returns, tax-loss harvesting, and the list goes on. Depending on who you ask, the process known as “asset location” could […]

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