Asset Location: Where You Invest, Where You Live, What You Can Access
Money For the Rest of Us
Asset Location Principles
J. David Stein lays out core principles: treat all accounts as one portfolio and tax-aware asset placement.
In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.
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Show Notes
The Hidden Healthcare Infrastructure Americans Cross the Border to Find—Kogod School of Business
Location as an Asset by Adrien Bilal and Esteban Rossi-Hansberg—Princeton
The Overlooked Edge: The Case for Asset Location in Managed Portfolios—Morningstar
Asset location for equity by Sachin Padmawar and Daniel Jacobs—Vanguard
This powerful strategy can create more spendable wealth by Tom Lenkiewicz—J.P. Morgan
Asset location strategies for tax efficient investing—BlackRock
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506: Should You Retire Early and Live Outside Your Home Country? With Joshua Sheats
425: How Profits Motivate Change
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