
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 […]