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Asset Location

Deciding which accounts to hold each investment in to reduce taxes across your taxable and retirement accounts.

A fuller guide to this term is on the way. In the meantime, the related terms below explain the ideas around it.

Related Brickyard terms

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Knowing what Asset Location means is knowledge — the first half. A brick gets placed when you act on it.

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Plain-English education — not personalized legal, tax, or investment advice.