The Bigger Insights Finance podcast helps you build a life you don’t need a vacation from. The goal of this podcast is to give you the education and insights you need to plan your financial future, as well as grow and protect your assets. Some of the topics discussed include: Budgeting, saving, debt management, retirement planning, investing (stocks, bonds, real estate, commodities, gold, silver, cryptocurrency), business development, tax planning, tax-favored accounts (401(k), IRA, HSA), risk management, asset protection, and estate planning. Bigger Insights is about sovereignty and resilience. In addition to our podcast and blog content, we provide consulting services to clients like you in one-on-one sessions. We help our clients achieve their goals and secure their future through finance, security, privacy, and technology. If you like this content, see our Privacy & Security and Technology podcasts as well. Visit biggerinsights.com to request a consultation, read our blog, or contact us...
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episode 13: Asset Location: Taxable vs. Tax-favored Accounts (401k, IRA, HSA)
Asset Location (AKA Asset Placement) is a strategy for organizing your assets in an optimal way that helps you meet your financial goals. In the previous episode, we focused on asset location strategies for reducing taxes and simplifying your tax return. In this episode, we focus on asset location considerations for allocating capital between your taxable and tax-favored accounts (TFA) such as 401(k), IRA, and HSA. Topic discussed: (1) Seeing TFAs in a different light and deciding what your long-term strategy is for each account, (2) Using your projected tax liability to help guide your allocation, (3) deciding what assets you want to invest in, which will help determine your allocation, (4) Asset protection. Visit us at biggerinsights.com to request a consultation or read our blog. Please consider making a non-deductible contribution to help us keep this podcast going. OpenAlias: contribute.biggerinsights.com. Monero (XMR), Bitcoin (BTC), and Litecoin (LTC) addresses at biggerinsights.com/support-us. Disclaimer: We are not attorneys, CFAs, CFPs, CPAs, tax attorneys, or enrolled agents, and nothing in our podcast is tax, financial, legal, or other advice. We highly encourage you to consult your attorney, tax, and financial advisors before making any changes to your legal, tax, or financial situation. (C) 2023 Bigger Insights, LLC. All rights reserved.