Every retiree is wondering how they can minimize their taxes, but far to often I see this tactic overlooked. Everyone is trying to do fancy Roth conversion and gifting strategies, but they are neglecting the easy strategies right in front of them... ASSET LOCATION!

Asset location is aligning the asset type (stock, bond, cash) with the account type based on taxability. Doing this correctly can save you thousands of dollars in taxes every year.

Topics discussed:
What is asset location?
What does a portfolio look like that ISN'T asset located properly?
What does a portfolio look like that does have asset location?
Longterm capital gains vs shortterm capital gains
Qualified vs NonQualified dividends
Using your Roth IRA to its full potential



Website: https://www.rivertreewealth.com
LinkedIn:   / jacobduke  

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

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DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.