Sentences with phrase «efficient asset location»

A well balanced, low - cost index fund portfolio, with strategic and tax efficient asset location, offers the best cost containment, diversification and flexibility (in my opinion).

Would the main benefit lie in being able to separate VUN / XEF / XEC for efficient asset location?

Determine the most efficient asset location.

For example, when you have a mix of accounts and products with different tax treatments you can increase the impact of the tax advantaged accounts through «tax - efficient asset location,» where investments are sourced per account according to their growth potential and relative tax efficiency.

Not exact matches

The difference between asset allocation and asset location is all about stashing tax - efficient investments in taxable accounts and steering tax inefficient investments in tax - free or tax - deferred accounts, and doing so in a portfolio unified manner, Walsh said.

«The key to asset location is to place the most tax efficient assets into taxable investment accounts and the most tax inefficient assets into the tax - deferred / Roth accounts, said Ben Westerman, senior vice president at HM Capital Management, in St. Louis, Mo. «Index funds (in particular the S&P 500 Index) are the most tax efficient investment vehicles,» Westerman said.

You can put tax - efficient investments into taxable accounts and investments with a heavier tax burden into tax - advantaged accounts, a strategy known as «asset location.»

I have read various articles on proper asset location, i.e., put the most tax efficient funds (stocks, etf) in taxable accounts and bonds / reits in tax inefficient funds.

Ben Felix of PWL recently had a white paper that tried to quantify the boost you can get from being efficient with your asset location.