How to Divide Your Assets Into Tax Sheltered and Taxable Accounts

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Most people in the US are likely to have two or three different kinds of accounts. The most common two would be the traditional IRA and 401k and the ordinary brokerage account. Roth IRAs have just not been around that long and Roth 401ks have been around even less time. Now you might also have HSA's or a few other things. But basically you're looking at two different treatments in terms of your assets.

In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith. We discuss DBMF and managed futures funds generally, my family's rapture with the sport of rowing and how to make basic asset location decisions to minimize taxes.

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

Barry Ritholtz Interview of Andrew Beer (DBMF) (2021): Andrew Beer on the Hedge Fund Industry (Podcast) - Masters in Business - Omny.fm

DBMF Web Page: iMGP DBi Managed Futures Strategy ETF | iMGP Funds

DBMF Current Holdings Link (download): https://partnerselectfunds.com/wp-content/uploads/Holdings/DBMF-Holdings.xlsx

Taxation of Gold -- CNBC Article with links: Gold, silver ETF owners face 28% top tax rate on capital gains (cnbc.com)

Asset Swap Tutorial from Justin/Risk Parity Chronicles: How to Do an Asset Swap - YouTube

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