Much is written about asset allocation, the allocation of your investments among various asset classes based upon your financial goals and risk tolerance. Asset location takes planning a step further.

Raul Shah of DocShah Financial is sharing tax planning strategies that he says could save investors substantial money over ...

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 ...

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 ...

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 ...

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 ...

Many investors focus on allocation, or how risky their investments should be, but forget about asset location, says financial advisor Barry Glassman. Where you populate investments depends on the ...

Research shows that asset allocation determines the vast majority of the differences in return across investment portfolios, but asset location plays an important role, too. Financial assets can be ...

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 ...

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 ...

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 ...

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 ...