Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

Tax diversification is as important as investment diversification: Focusing on what investment goes into which account helps determine how much of it you keep.

Editor’s note: This is part six of a seven-part series. It dives more deeply into the second strategy for defusing a retirement tax bomb, implementing asset location. If you missed the introductory ...

When investing for retirement, it’s critical to stay focused on what really matters — after-tax returns, or the profits left over after any tax payments. The higher your tax rate, the more you could ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. When advising ultra-high-net-worth (UHNW) families, it’s ...

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in ...

Investors generally focus on asset allocation, which is the appropriate mix of stocks and bonds. Many, especially wealthier people, should also pay attention to asset location, experts say. This aims ...

In a memorable moment in the film The Graduate, a neighbor pulls Dustin Hoffman aside at his college graduation party. The neighbor, Mr. McGuire, tells Hoffman’s character, Benjamin Braddock, that he ...

Tax friction (or the reduction of returns due to taxes) can have a significant impact on wealth over time, and proactive asset location is essential to minimize this erosion. The simple asset location ...

Whether you're a beginner or seasoned investor, you need to consider asset location, as income in some accounts can trigger a surprise tax bill. Generally, assets that create income may be best for a ...