Many times people come into my office looking for advice on how to appropriately plan their financial future. Asset location is often just as important as asset allocation. While asset allocation looks to spread your assets among many different assets classes, asset location helps you spread your assets among taxable, tax-deferred, and potentially tax-free accounts. Many who are employed by a corporation have retirement planning options at work, but what about the business owner? How do you choose the best location for your assets and that of your employees?
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