![Asset Location & Tax Management Inside a Portfolio [Ideal Clients, Selling Points, & Case Study]](https://www.figmarketing.com/blog/wp-content/uploads/2022/11/FIG-LP-AssetLocation-11.01.22-Header-BL-1170x682.png)
What is asset location and how is it a part of tax management within a portfolio?
Sure, everyone’s heard of asset allocation in a portfolio. Asset allocation is simply the risk management of a portfolio and how assets are invested across different types of investments.
Some examples are stocks, bonds, exchange-traded funds (ETFs), and real estate investment trusts (REITs).
Indexed universal life (IUL) vs. whole life insurance: which one is more beneficial and what are the differences? The truth is, “best” is often subjective in insurance. It all depends on a…
The unique features of life insurance make it a strong vehicle for achieving additional income distributions in retirement. When overfunding an index universal life (IUL) policy or a whole life policy, there…