As my recent study shows, advisors can implement a more strategic approach to managing taxes by using Asset Location. The result? Asset Location is a proven strategy to mitigate the impact of taxes on your client’s portfolio and increase returns 100-200bps per year—without increasing risk.
The concept of tax-deferred accumulation is integral to most clients’ portfolios—a fundamental tool for achieving long-term financial goals. And to maximize tax deferral to its fullest potential, Asset Location is a strategy that is simple, predictable and reliable.