Money Guy Show

How Do You Hold Your Assets?

May 16, 2014 · 41 min
0:00-41:27

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Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2) Tax-Deferred 3) Tax Free.

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