Cash college Estate Invest Employee Risk Retire Trust facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Insights

%POST_TITLE% Thumbnail

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”.

Read More