Strategic asset location in IRAs and brokerage accounts can save investors over $100K in taxes over a decade.

Raul Shah, in a new Investing Experts podcast series, explains how placing investments in the right accounts—traditional IRAs, Roth IRAs, and brokerage accounts—can significantly reduce lifetime taxes. By allocating slow-growth assets like bonds to traditional IRAs, high-growth stocks to Roth IRAs, and tax-advantaged assets like municipal bonds to brokerage accounts, investors can save potentially over $100,000 in taxes over ten years. This strategy, called asset location, optimizes tax outcomes by leveraging different tax treatments of accounts, helping investors keep more of their returns. The series will continue to explore tax planning tips for investors.