#63: Last time, we talked about general asset location principles, plus best practices for major asset classes like stocks, bonds, and real estate.
But what about non-traditional asset classes?
Also, if you’re planning to early retire, should your asset location considerations change at all…given that you generally cannot touch your tax-advantaged accounts until you’re nearly 60?
This week, we continue our discussion with Jonathan Duong, CFA, about both these topics as they relate to tax-efficient asset location.
We discuss:
Listen here:
https://hackyourwealth.com/asset-location-part-2
If you’re thinking about early retirement, what is your asset location plan? What are you holding in your taxable vs. tax-advantaged accounts? Let me know by leaving a comment.
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Links mentioned in this episode:
Intro/Outro: Old Bossa by Twin Musicom.
