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What is meant by asset location in financial planning? Allocating securities that generate different types of income across accounts to minimize tax payable. Diversifying portfolios
What is meant by "asset location" in financial planning? Allocating securities that generate different types of income across accounts to minimize tax payable. Diversifying portfolios based on the correlation of securities to minimize volatility. Holding assets overseas. Splitting assets between spouses to minimize tax payable
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