Minimize Your Taxes with Asset Location

Asset location is a tax optimization strategy that takes advantage of the fact that different types of investments receive different tax treatment. To benefit from this strategy, you must have investments in both a taxable account (e.g. a brokerage account) and a...

Divorce, IRAs and Bankruptcy

It’s very common in divorce settlements for retirement accounts to be divided between the spouses. In a rather traditional situation, in which an empty-nest couple divorces after several decades of marriage, the husband would give up some portion of his 401(k) and/or...