Updated Sunday, July 13, 2014 as of 3:06 PM ET
New Rules for Asset Location
Thursday, August 1, 2013

Recent tax increases have made the overall tax bite more painful for many clients, with rates higher on ordinary income, long-term capital gains and qualified dividends, not to mention the Medicare surtax. Because the tax calculus for various types of investment income has also changed, planners should pay renewed attention to asset location - whether to place particular investments in taxable or tax-deferred accounts.

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