Asset LOCATION (which account each investment lives in) is as important as asset ALLOCATION (how much of each investment you own). Tax-inefficient investments go in tax-advantaged accounts. Tax-effici...
Asset LOCATION (which account each investment lives in) is as important as asset ALLOCATION (how much of each investment you own). Tax-inefficient investments go in tax-advantaged accounts. Tax-efficient investments go in taxable accounts. This simple sorting can save 0.5-1.0% per year in tax drag.
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