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WCI #311: Asset Location

White Coat Investor Podcast

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The Importance of Asset Location

The higher the expected return, the more likely that the asset should be in a tax-protected account. If you only have a taxable account or almost your entire portfolio is a taxable account, well, everything's going in the taxable account. You wouldn't pass up an investment in a Roth IRA in order to invest something in a taxable account. It's only for people that have some of their retirement money in a taxable accounts and some of their money in aTaxable account that this becomes an issue.

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