Take Control of Your Taxes

Take Control of Your Taxes

September 30, 2021

You may be familiar with the concept of asset allocation — diversifying your investments across a variety of asset classes. While an asset allocation strategy is an important way to help manage risk while your money is invested, it won’t help you manage your taxes when you start taking income in retirement. That’s where an asset location strategy comes in. By investing your assets in different financial accounts (or locations) that have different tax consequences, you can help improve the tax efficiency of your portfolio and maximize your after-tax retirement income.

See how setting up an asset location strategy today can help you manage your taxes in the future.


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