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- Asset_location abstract "Asset location (AL) is a term used in personal finance to refer to how investors distribute their investments across savings vehicles including taxable accounts, tax-exempt accounts (e.g., TFSA, Roth IRA, ISAs, TESSAs), tax-deferred accounts (e.g., Canadia RRSP, American 401(k) and IRAs, British SIPPs, Irish Personal Retirement Savings Accounts (RPSA), and German Riester pensions), trust accounts (e.g., grantor retainer annuity trusts, generation-skipping trusts, charitable remainder trusts, charitable lead trusts), variable life insurance policies, foundations, and onshore vs. offshore accounts.While asset allocation (AA) determines what assets to own and in what proportions, AL determines where those assets are held. While the objective of AA is to create portfolios with the greatest return for a level of risk, and to optimize individuals' risk exposure according to their risk tolerance, goals and investment time frame, the objective of AL is to maximize the benefits of different account-types - usually to minimize taxes. There are other objectives that can be personal (e.g., the liquidity of the wealth, the expected use of the funds, privacy, etc.).In the discussion below the effective tax rate for any asset depends on a personal tax bracket, different countries' treatment of different types of income, personal frequency of realizing the tax liability (e.g. capital gains only taxable when sold after a multi-year holding period), the mix of income-types generated by an asset, and the net tax effect that includes both tax debits and credits (e.g. the treatment of dividend income in Canada and Great Britain).".
- Asset_location wikiPageExternalLink EBRI_IB_12-2011_No366_401(k)-Update.pdf.
- Asset_location wikiPageExternalLink ira-401k-taxes-loss-harvesting-personal-finance-bogleheads-view-dogu.html.
- Asset_location wikiPageExternalLink axzz1RcmJcHqY.
- Asset_location wikiPageExternalLink 21ASSETS.html?ref=assetallocation.
- Asset_location wikiPageID "13424675".
- Asset_location wikiPageLength "12612".
- Asset_location wikiPageOutDegree "26".
- Asset_location wikiPageRevisionID "583467892".
- Asset_location wikiPageWikiLink 401(k).
- Asset_location wikiPageWikiLink Asset_allocation.
- Asset_location wikiPageWikiLink Category:Investment.
- Asset_location wikiPageWikiLink Category:Personal_finance.
- Asset_location wikiPageWikiLink Charitable_trust.
- Asset_location wikiPageWikiLink Exchange-traded_fund.
- Asset_location wikiPageWikiLink Generation-skipping_transfer_tax.
- Asset_location wikiPageWikiLink Income_tax.
- Asset_location wikiPageWikiLink Individual_Savings_Account.
- Asset_location wikiPageWikiLink Individual_retirement_account.
- Asset_location wikiPageWikiLink Modern_portfolio_theory.
- Asset_location wikiPageWikiLink Municipal_bond.
- Asset_location wikiPageWikiLink Mutual_fund.
- Asset_location wikiPageWikiLink National_Savings_and_Investments.
- Asset_location wikiPageWikiLink Personal_finance.
- Asset_location wikiPageWikiLink Private_foundation.
- Asset_location wikiPageWikiLink Real_estate_investment_trust.
- Asset_location wikiPageWikiLink Registered_Retirement_Savings_Plan.
- Asset_location wikiPageWikiLink Roth_IRA.
- Asset_location wikiPageWikiLink Self-invested_personal_pension.
- Asset_location wikiPageWikiLink Tax-Free_Savings_Account.
- Asset_location wikiPageWikiLink Tax-exempt_special_savings_account.
- Asset_location wikiPageWikiLink Unit_trust.
- Asset_location wikiPageWikiLink Variable_universal_life_insurance.
- Asset_location wikiPageWikiLinkText "Asset location".
- Asset_location wikiPageUsesTemplate Template:Reflist.
- Asset_location subject Category:Investment.
- Asset_location subject Category:Personal_finance.
- Asset_location hypernym Term.
- Asset_location type Field.
- Asset_location type Market.
- Asset_location comment "Asset location (AL) is a term used in personal finance to refer to how investors distribute their investments across savings vehicles including taxable accounts, tax-exempt accounts (e.g., TFSA, Roth IRA, ISAs, TESSAs), tax-deferred accounts (e.g., Canadia RRSP, American 401(k) and IRAs, British SIPPs, Irish Personal Retirement Savings Accounts (RPSA), and German Riester pensions), trust accounts (e.g., grantor retainer annuity trusts, generation-skipping trusts, charitable remainder trusts, charitable lead trusts), variable life insurance policies, foundations, and onshore vs. ".
- Asset_location label "Asset location".
- Asset_location sameAs Q3466999.
- Asset_location sameAs m.03c4xgc.
- Asset_location sameAs Q3466999.
- Asset_location wasDerivedFrom Asset_location?oldid=583467892.
- Asset_location isPrimaryTopicOf Asset_location.