Brad Tinnon

Brad Tinnon

I’ve Been Published! ThinkAdvisor.com

I’m very happy to report that I’ve recently been published on ThinkAdvisor.com. The article I wrote for them is titled An Unconventional Approach to Asset Location

Asset location is when you strategically place certain asset types (i.e. stocks and bonds) into certain account types (i.e. IRAs and taxable accounts). If done properly you could end up with a higher portfolio value due to the tax savings.

The traditional advice with asset location strategies is to invest tax-inefficient investments (i.e. bonds) in tax-deferred or tax-free accounts and to invest tax-efficient investments (i.e. stocks) in taxable accounts.

However, this is not always the best advice.

Please feel free to share comments, questions, or experiences below.

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Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™
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