Course 505:
What Goes Where? The Art of Asset Location
In this course
1 Introduction
2 Why is asset location such a sticky wicket?
3 Tax-Sheltered Accounts = High Returners With High Tax Costs
4 Taxable Accounts = Higher Returners With Low Tax Costs
5 Either Account = Lower Returners With High Tax Costs

When it comes to matters of money and investing, there are a handful of topics that make anyone’s head hurt. One of them is asset location--essentially, the placement of investments in taxable or tax-sheltered accounts.

This course will explain the challenges investors face with asset location, and provide some general guidelines for navigating this confusing landscape.

Next: Why is asset location such a sticky wicket? >>


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