Posts Tagged "Investing"

Location Optimization: What Does it Mean?

Posted by on Jul 16, 2013 in Financial Focus

A debate has surfaced in our industry over the last few years on what’s being called “location optimization.” Location optimization, or as some call it, “asset location,” is the practice of buying and holding investments based on the tax consequence the asset generates by holding it. For example, an average household’s portfolio may consist of a Traditional IRA, Roth IRA, and a taxable account (joint, trust, etc.). Each of these account types produces far different tax implications. Additionally, each investment in a diversified portfolio produces different tax consequences on a year-to-year...

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