Sentences with phrase «optimal asset location»

Adjusting your effective after - tax asset allocation can change your results of what an optimal asset location strategy looks like.

Let's start by admitting the optimal asset location can only be known in retrospect.

Not exact matches

The objective of these studies was to determine what is optimal from a tax location standpoint, and uniformly they reached the general conclusion to put equity assets subject to long - term capital gains into taxable accounts and bond or fixed income assets into tax - advantaged accounts.

I've long been on record as saying that for many investors, trying to optimize their tax situation is not optimal for their overall strategy — worrying about asset location and moving to US - based funds can add significant levels of complexity for the sake of a few extra basis points.