It dives more deeply into the second strategy for defusing a retirement tax bomb, implementing asset location. If you missed the introductory article, you may find it helpful to start here.

One of them is asset location--essentially, the placement of investments in taxable or tax-sheltered accounts. Why is asset location such a sticky wicket? For one thing, the tax treatment of ...

but asset location plays an important role, too. Financial assets can be classified into various classes (for instance, domestic stocks, international stocks, taxable bonds, tax-exempt bonds ...