Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
The Most Important Investment Decision Isn't What You Think
Most investors spend their time deciding what investments to own. Far fewer spend time thinking about where those investments should be held.
In this episode, Tyler Emrick, CFA®, CFP®, breaks down one of the most overlooked tax planning strategies in retirement: asset location. Using research from Vanguard, Tyler explains how placing the same investments in different accounts—taxable, traditional IRA/401(k), and Roth—can improve after-tax wealth without taking additional investment risk.
In this episode, Tyler covers:
What asset location is—and why it's different from asset allocation…
The skinny
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