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 - / 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.

[@baybay7898]

Good analysis. thank you

[@brucev6642]

Andy, if you liked 'Carson', you'll love this one: A 3 month pregnant woman falls into a deep coma. 6 months later she awakes and asks the doctor about her baby. Doctor: Don't worry. You had twins, a boy and a girl and your brother named them for you. Woman: Oh no, not my brother! He's an idiot! What did he name them? Doctor: Denise Woman: That's not too bad. What about the boy? Doctor: Denephew

[@RetirementPlanningEducation]

That's a winner, thanks!

[@johns4386]

Andy mentioned that savings accounts (for cash) are yielding at best rates of 0.5%. There are in fact FDIC insured savings accounts that yield 3% or more and which permit that interest on fairly large balances. Happy to name some examples if anyone is interested. This can be of particular value for people who are reluctant to increase their (possibly already high) exposure to richly priced domestic equities and are also looking to scoop up equities on the cheap after a market crash. Other uses of cash include saving for upcoming Roth conversions. Cash is also an important component of the Bucket Approach of Harold Evensky and Christine Benz.