Asset location for non-traditional assets + considerations for early retirees

Hack Your Wealth

#63: Last time, we talked about general asset location principles, plus best practices for major asset classes like stocks, bonds, and real estate.

But what about non-traditional asset classes?

Also, if you’re planning to early retire, should your asset location considerations change at all…given that you generally cannot touch your tax-advantaged accounts until you’re nearly 60?

This week, we continue our discussion with Jonathan Duong, CFA, about both these topics as they relate to tax-efficient asset location.

We discuss:

• Commodities (gold, oil)
• Currencies
• Illiquid investments like LPs, private equity, private loans, etc
• Speculative holdings like Bitcoin, art, collectibles
• How asset location considerations might change for early retirees

Listen here:

https://hackyourwealth.com/asset-location-part-2
If you’re thinking about early retirement, what is your asset location plan? What are you holding in your taxable vs. tax-advantaged accounts? Let me know by leaving a comment.

Don't miss an episode, hit that subscribe button...

If you liked this episode, be sure to subscribe so you don’t miss any upcoming episodes!

• Apple Podcasts
• Overcast
• Spotify
• Stitcher

I need your help, please leave a listener review :)

If you liked this episode, would you please leave a quick review on Apple Podcasts? It’d mean the world to me and your review also helps others find my podcast, too!

Links mentioned in this episode:

• Wealth Engineers
• Financial planning software: eMoney, Advyzon, Covisum
• Asset location: What assets should you hold in each account to minimize taxes? (HYW062)
• How to set your target asset allocation and rebalance your portfolio efficiently (HYW058)
• Schedule a private 1:1 consultation with me
• HYW private Facebook community

Intro/Outro: Old Bossa by Twin Musicom.