Why Surgeons Need to Consider Asset Location Before Asset Allocation
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Surgeons have unique financial circumstances that require careful consideration of asset location before asset allocation.
Asset location is the process of determining which type of account is best suited to hold a particular investment asset.
Asset location can help surgeons minimize taxes and maximize after-tax returns, which can be particularly important for retirement savings.
Learn how asset location can play a role in managing risk
Consider the impact of asset location on estate planning
Achieve greater flexibility to diversify your investments
Work with a financial advisor Surgeons Capital Management to determine the best asset location strategy for their unique circumstances.
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