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 ...

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 planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

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 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 ...

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 ...

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 ...