Tax-Savvy Retirement: Asset Location Explained

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedTax planning is a huge part of building a successful retirement plan. You often hear about Roth conversions or tax-loss harvesting, but there is a simple way that EVERYONE can reduce there taxes each year... ASSET LOCATION.———————————————————————————Website: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.