Updated
Do you take taxes into consideration when allocating between taxable and retirement accounts?
To minimize the taxes you incur on your investments we implemented a form of Asset Location known as differentiated asset location. By differentiated asset location we mean that we use different mixes of asset classes for your taxable and retirement accounts. Differentiated asset location should not be confused with segregated asset location, which segregates asset classes entirely into one type of account or another. We chose not to implement segregated asset location because it is only beneficial to people whose retirement accounts represent a large percentage of their net worth which is atypical for our clients.
This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
© 2020 Wealthfront Corporation. All rights reserved.
Comments are moderated prior to publication