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Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

Risk Parity Radio

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How to Divide Your Assets Into Tax Sheltered and Taxable Accounts

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.

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