About this episode

This episode explores asset location and how to optimize investments across different account types based on tax implications and personal circumstances.

In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices. Sponsors Gelt - Taxes Done Right Masterworks - Invest in multimillion-dollar artwork offerings Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our  free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes The Hidden Healthcare Infrastructure Americans Cross the Border to Find—Kogod School of Business FARMWORKER SERVICE CENTER PROPOSAL AND ACTION PLAN FOR THE CITY OF CALEXICO AND IMPERIAL VALLEY by JAVIER MORENO—Calexico Location as an Asset by Adrien Bilal and Esteban Rossi-Hansberg—Princeton It Is Not Climate Denial But Adaptation Denial That Holds Us Back by Mathis Wackernagel and Peter Raven—SSRN The Overlooked Edge: The Case for Asset Location in Managed Portfolios—Morningstar Revisiting the conventional wisdom regarding asset location by Sachin Padmawar and Daniel Jacobs—Vanguard Asset…

People in this episode

Host: J. David Stein

Topics covered

• asset location
• taxable accounts
• tax-deferred accounts
• tax-free accounts
• investment strategies
• capital opportunities

Keywords

• asset location
• taxable accounts
• investment strategies
• capital choices
• tax efficiency

Sponsors

Gelt, Masterworks, Delete Me

Mentioned in this episode

Organizations: Kogod School of Business, Morningstar, Vanguard, J.P. Morgan, BlackRock

Books & works: The Hidden Healthcare Infrastructure Americans Cross the Border to Find, FARMWORKER SERVICE CENTER PROPOSAL AND ACTION PLAN FOR THE CITY OF CALEXICO AND IMPERIAL VALLEY, Location as an Asset, It Is Not Climate Denial But Adaptation Denial That Holds Us Back, The Overlooked Edge: The Case for Asset Location in Managed Portfolios, Revisiting the conventional wisdom regarding asset location, Asset location for equity, This powerful strategy can create more spendable wealth, Asset location strategies for tax efficient investing, What would Yale do? Implementing after-tax asset allocation

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