The Stock-Bond Shuffle of Asset Location
by David John Marotta, CFP®, AAMS®, AIF®, President, Marotta Wealth Management
Jun 04, 2020
2 minutes
Asset location is placing specific securities in specific types of accounts to maximize after-tax returns. This strategy can boost after-tax returns by as much as 1%. When we rebalance a client's portfolio, we rebalance all of their accounts' holdings aggregated together. This means each trade is an opportunity to optimize which holdings are in each account type.
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