Episode 14: Asset Location 101: Put the Right Money in the Right Bucket

In this episode of Retire Stronger, hosts John Foard and Bill Kearney delve into the critical yet often overlooked strategy of asset location in retirement planning. They discuss the differences between asset location and asset allocation, the various types of investment income and their tax implications, and provide a blueprint for optimal asset location. The conversation includes real-life examples illustrating the impact of asset location on retirement outcomes, common mistakes to avoid, and the importance of utilizing Roth IRAs as a legacy tool. The episode concludes with a call to action for listeners to assess their asset location strategies to maximize their retirement income and minimize tax burdens.