Asset Location: 7 Rules to Stop Paying Too Much in Taxes

Podcast: 1715 Treasure Coast Financial Wellness with Thomas Davies · Davies Wealth Management

Opublikowano: 2026-07-29

Send us Fan Mail You've probably spent hours thinking about *what* to invest in — but have you ever stopped to think about *where* those investments actually live? For high-net-worth investors, asset location strategy could be the most powerful tax lever you're not using. In this episode, we break down 7 rules for strategically placing investments across your taxable and tax-advantaged accounts to keep more of what you earn. According to Vanguard research, a thoughtful asset location strategy can add 0.20% to 0.75% in after-tax returns every single year — and over decades, that difference is significant. Whether you're deep into retirement planning or s...