What assets should you hold in each account to minimize taxes?

Spela upp

#62: It might seem obvious that the best performing car isn’t just a function of the car itself…but also WHERE you’re driving it. Ferraris vs. Hummers will perform best in very different environments. When it comes to asset management, a similar thing is true. A few episodes back, I did a 3-part series on asset allocation. However, asset allocation is only part of the puzzle to optimizing your portfolio. To maximize total after-tax returns, WHERE you hold your assets is just as important as W...