Tax-efficient fund placement is a strategy to allocate your assets across your investment accounts to minimize your tax liability. This is a powerful strategy smart investors implement because it improves the after-tax returns of your portfolio WITHOUT increasing the risk. We'll explain how you can implement these strategies within your own investment portfolio. Subscribe here for more content: [ Ссылка ]

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Quick Navigation:
00:28 What is tax-efficient fund/asset placement?
01:52 Main investment account types (U.S.)
05:54 U.S. federal income tax rates on investments
07:30 Tax-efficiency of asset classes
09:51 Notes on certain bonds
10:33 Asset allocation with tax-efficient placement

DISCLAIMER: This video is a resource for educational and general informational purposes and does not constitute actual financial advice. No one should make any investment decision without first consulting his or her own financial advisor and/or conducting his or her own research and due diligence. There is no guarantee or other promise as to any results that may be obtained from using this content. Investing of any kind involves risk and your investments may lose value.

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Michael Jay - Value Investing

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