Understanding: Asset Location

Your portfolio might have the right investments, but are they in the right accounts? That’s where asset location comes in. In this video, we explain how strategically placing investments across taxable accounts, traditional IRAs and 401(k)s, Roth accounts, and HSAs can help improve tax efficiency. It’s not only about how much your portfolio earns. It’s also about how much you ultimately get to keep. Have questions about your investment strategy? Leave a comment or reach out to Landing Point Financial Group. Disclosure: Nothing in this video should be taken as tax or investment advice. Consult your professional to determine what strategies make sense for your own unique situation.