For that matter, what is the optimal allocation to these accounts, during the accumulation phase of life? The answers to these questions are not straightforward and require more careful analysis.
This webinar will be a deep dive into the concept of asset location which may be as important as asset allocation when it comes to retirement security.
Investment Management Consultants Association® (IMCA® delivers the premier investment consulting and wealth management credentials and world-class education. IMCA's Certified Investment Management Analysts® (CIMA®) certification is specifically for financial professionals who want to attain a level of competence as an advanced investment advisor. The Certified Private Wealth Advisor® (CPWA®) is for wealth managers working primarily with high-net-worth clients.