Optimizing Asset Location (Facebook Live, March 24 2021)

Video from Facebook live stream from the Facebook group, "Taxes in Retirement," from March 24, 2021. Explanation of which asset types are best suited for which account types, to increase the tax-efficiency of your investable assets To join Taxes in Retirement - www.facebook.com/groups/taxesinretirement #Investing​ #InvestmentManagement​​​​ #RetirementPlanning​ DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.

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• #financial_planning
• #retirement_planning
• #investing
• #investment_management
• #tax_planning