Tax Efficient Portfolio Construction

Posted on Mar 13, 2014

Location, location, location. We all know those familiar words and how true they ring when it comes to real estate investing. It’s not enough to simply have a good property, rather the property’s location is key to its success. The same holds true when it comes to investments. It’s not enough to just buy an asset and place it into an account. Careful consideration must be paid to the type of asset, the type of account it is located in, and the tax bracket of the individual. Anything less would be akin to leaving money on the table. There are three types of accounts to consider when...

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