Planning - Concepting - Whiteboard - Tax Planning Tips - Asset Location - Asset Placement

Asset Location: Reducing Taxes & Simplifying Your Tax Return

Asset Location (AKA Asset Placement) is a strategy for organizing your assets in such a way as to reduce tax burden, simplify your tax return, and manage risk. We discuss our Asset Location strategies, which includes specifics about tax treatment for growth stocks, dividend stocks, taxable bonds, real estate investment trusts (REITs), precious metals (gold, silver), and commodities. We also detail considerations for foreign tax credit, master limited partnerships (MLPs), and Schedule K-1. Visit us at biggerinsights.com to request a consultation or read our blog. Please consider making a non-deductible contribution to help us keep this podcast going. OpenAlias: contribute.biggerinsights.com. Monero (XMR), Bitcoin (BTC), and Litecoin (LTC) addresses at biggerinsights.com/support-us. Disclaimer: We are not CPAs, tax attorneys, enrolled agents, or other tax professionals and nothing in our podcast is tax, financial, or other advice. We highly encourage you to consult your tax and financial advisors before making any changes to your tax or financial situation.

Asset Location: Reducing Taxes & Simplifying Your Tax Return Read More »