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4min chapter
Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets
WEALTHTRACK
Introduction
This chapter explores the importance of asset location in optimizing investment returns and minimizing tax liabilities. The podcast interviews Christine Benz from Morningstar to discuss the impact of interest rates on different investment assets and the potential dislocation in bond prices.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode