Tax Strategies
Asset location, tax-loss harvesting and account sequencing.
Where you hold an asset can matter as much as which asset you hold.
Where you hold an asset can matter as much as which asset you hold.
This is educational information only — confirm your situation with a qualified tax professional.
Key concepts to master
- 01.Total cost of ownership, including fund fees and platform fees
- 02.Liquidity: when, and on what terms, you can get your money back
- 03.Tax treatment and which account type this belongs in
- 04.How this exposure overlaps with what you already own
Common mistakes
- ×Sizing a position based on recent performance rather than a written plan
- ×Confusing infrequent valuation with genuine stability
- ×Ignoring the tax drag of frequent trading in taxable accounts