Wealth

How Do You Hold Your Assets?

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Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2) Tax-Deferred 3) Tax Free.

Original source: https://www.moneyguy.com/2014/05/how-do-you-hold-your-assets/

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