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Investing Specialists

What Goes Where? The Art of Asset Location

Taking care with asset placement can result in big tax savings.

I'll confess: When it comes to matters of money and investing, there are a handful of topics that make my head hurt. One of them is inherited IRAs, which I tackled in a series of articles last year. Another is "asset location"--essentially, the placement of investments in taxable or tax-sheltered accounts.

Why is asset location such a sticky wicket? For one thing, the tax treatment of investments changes frequently, so what might be an optimal asset placement today might not be a few years from now.

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