Your Next Money Move
Your Next Money Move
Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®
What Is Asset Location and How Do I Use It?
30 minutes Posted Sep 18, 2023 at 11:00 am.
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30:12
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Show notes

This week, listen as Trent and Derek tackle the listener question "I have heard of asset location, but I am unsure of what exactly it is and if or how I should be doing it". They talk through what exactly Asset Location is and how it relates to the various types of investment accounts and the tax implications of different investment types. 

 

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