Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®

What is Asset LOcation?

Asset LOcation is the process of determining which of your investment assets are highly tax-efficient and those which are horribly tax-inefficient. Once you determine your potential tax liability for each of your investments, you rank them from efficient to inefficient then place them as best as possible in different accounts that are tax-free, tax-deferred, or taxable.

Read More