Maximizing tax efficiency through asset location

September 13, 2013

 

What applies to real estate also applies to tax management: It's location, location, location. In this video excerpt, Vanguard's Joel Dickson and Maria Bruno discuss how your clients can help maximize their after-tax returns by how they place assets between taxable and tax-advantaged accounts, though the current low-yield environment mutes some of those advantages. See the video to hear more.

 

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