Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets
WEALTHTRACK
Managing Risks and Maximizing Yields
This chapter discusses the risks associated with higher yields, the importance of asset location for tax purposes, and recommendations for investing in municipal bonds, iBond term tips ETFs, and defined maturity ETFs. It also suggests adding a fixed immediate annuity to a retirement plan to take advantage of higher interest rates.
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