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-efficient asset location.We discuss:Commodities (gold, oil)CurrenciesIlliquid investments like LPs, private equity, private loans, etcSpeculative holdings like Bitcoin, art, collectiblesHow asset location considerations might change for early retireesListen here:https://hackyourwealth.com/asset-location-part-2If 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 PodcastsOvercastSpotifyStitcherI 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 EngineersFinancial planning software: eMoney, Advyzon, CovisumAsset 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 meHYW private Facebook community Intro/Outro: Old Bossa by Twin Musicom.