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.