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Asset Location Strategies for Reducing Taxes and Increasing After-tax Return

For those of us who live in California, which has a top income tax rate of 13.3%, it is possible to lose over 50% of your investment income to taxes. Fortunately, the negative impact of taxes on your financial plan can be reduced by carefully choosing which types of assets to hold in a retirement versus a non-retirement account. This concept is called “asset location”.

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