Sentences with phrase «called asset location»
Once you've settled on your asset allocation, you need to consider your so - called asset location: Which investments should you hold in your retirement accounts and which in your taxable account?
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Portfolio 1 — which we'll call the «tax - location portfolio» — places all of the large - cap stocks in the individual account, all of the REITs in the IRA, and all of the emerging market assets in the Roth IRA.
Called «asset location for tax efficiency, this also saved the clients thousands of dollars annually.