Asset Location Explained (EP 33)

Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedTwo investors can earn the same return and end up with very different results after tax. The difference often comes down to where their investments are held.In this episode of Retiring Canada, we break down asset location and how placing the right investments in the right accounts can improve your after tax returns.You will learn the difference between asset allocation and asset location, how different accounts are taxed, and how to structure your portfolio across RRSPs, TFSAs, and non-registered accounts. We also walk through a real example to show how this strategy can be implemented in practice.We also cover important considerations such as liquidity, tax consequences, and why a perfectly optimized portfolio may not always be the best approach.This episode is for Canadian investors who want to improve tax efficiency and get more out of their retirement portfolio. WANT EVEN MORE RETIREMENT PLANNING TIPS?Join thousands of other Canadians and subscribe to the ⁠Retiring Canada Newsletter.⁠https://www.retiringcanada.ca/retirement-newsletterAs a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!EPISODE RESOURCES:📊 Work with Michael: https://fundamentalwealth.ca/get-started💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question🌐 Retiring Canada Website: https://www.retiringcanada.ca