Tag: Asset Location
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Is Asset Location Strategy Worth the Effort?
Last week, we discussed the different qualities and benefits of pre-tax accounts like Traditional IRAs and 401Ks compared to Roth accounts. Since then, there were a couple of media discussions that go more into depth on the tax implications of asset location decisions. First, Merit Financial Advisor’s posted an excellent video breaking down the “problems”…
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How Progressive Taxation Flips the Script on Investment Decision Making
I started reading Sean Mullaney and Cody Garrett’s Tax Planning To and Through Early Retirement recently. I was happy to see Mullaney and Garrett break down the math behind Roth vs. Traditional accounts. Far too many financial planners and influencers use overly simplistic math, stoke fear about impending tax timebombs, or just cheerlead for “tax…
Fictitious Capitalist 