While many investors focus on asset allocation, understanding WHERE to place your investments can significantly impact your after-tax returns. This episode explains:
- The differences between tax-deferred, tax-free, and taxable accounts
- How to minimize taxes and maximize your after-tax yield
- The best types of investments to hold in each account type, including bonds, REITs, and high-growth assets
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
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