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

#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-effi...