My Annual Investment Portfolio Tune-up: Asset Location and Donor Advised Funds

Asset Location involves allocating mutual fund investments across taxable, tax-deferred and tax-free accounts in a manner that minimizes tax liability. If all of your investments are in the same type of account, a traditional 401(k) for example, then asset location is not an issue. If you also have investments in a taxable account, however, then […]

Published or Updated: April 3, 2014