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How Asset LOcation Works And How You Can Asset Locate Your Investment Portfolio

Asset allocation is the process of placing certain amounts of your investment portfolio into various asset classes. It forces you to diversify and balances your portfolio with your needs and goals for risk and return. Asset LOcation, on the other hand, is a tax-focused strategy designed to reduce your overall tax obligations. Asset LOcation is the process of determining which of your investment assets are highly tax-efficient and those which are horribly tax-inefficient. Once you determine your potential tax liability for each of your investments, you rank them from efficient to inefficient, then place them as best as possible in different accounts that are tax-free, tax-deferred, or taxable. Asset LOcation is critically important to your overall investment plan for one reason . . . every tax dollar saved is a guaranteed return on your investment! If you pay less in taxes, it directly affects your bottom line! Here’s what asset LOcation is and how it works.