Are You Investing in the WRONG Retirement Accounts? (Tax Location Explained)

Podcast: Joe Knows Retirement · Joe Schmitz Jr., CFP® ChFC® CKA®

Opublikowano: 2026-10-27

Most retirees focus on asset allocation, but what about tax location? Where you hold your investments could be just as important as what you invest in, especially if you have a pension and $1 million or more saved for retirement. In this episode of Joe Knows Retirement, Joe explains how tax location can impact your retirement savings and why investing the same way across your Roth IRA, traditional IRA, and brokerage accounts may not be the most tax-efficient approach. He discusses how strategically positioning investments across these accounts could help reduce your tax burden, improve after-tax returns, and create more...