The Invest Smarter Podcast

(EP.32) The Do's and Don'ts of Asset Location

Written by David DeWitt, CFP® | May 24, 2021 1:08:12 PM

Asset ALlocation is very important, and you don't want to get this wrong. Asset LOcation is also important, and this is often overlooked. Basically, different types of assets generally make more sense in particular account types. There are basically three account types: taxable, tax-deferred, and tax-exempt. We'll help you understand what belongs in what account and why. Enjoy the show, and keep Investing Smarter!