Asset Location | Thomas F. Scanlon, CFP®, CPA

Why Asset Location is as Important as Asset Allocation

April 28, 2026

This post is important for investors that are (or want to be in the future) accumulating assets in different account types and want to improve their after-tax results. Asset Allocation We will never diminish the importance of asset allocation. Asset allocation is critical. Having said that, asset location is equally critical. Always remember, Why You… Continue Reading: Why Asset Location is as Important as Asset Allocation

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